Intergy Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

Intergy Private Wealth’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$293K	Sell	3,994 -936	-19%	-$68.7K	0.07%	105
2026 Q1	$363K	Buy	4,930 +795	+19%	+$59K	0.11%	79
2025 Q4	$306K	Buy	4,135 +1,311	+46%	+$97.6K	0.09%	85
2025 Q3	$210K	Buy	+2,824	New	+$208K	0.07%	103
2025 Q2	–	Sell	-4,532	Closed	-$333K	–	102
2025 Q1	$333K	Buy	+4,532	New	+$329K	0.13%	70
2022 Q4	–	Sell	-3,649	Closed	-$260K	–	65
2022 Q3	$260K	Sell	3,649 -1,385	-28%	-$104K	0.18%	55
2022 Q2	$379K	Sell	5,034 -4,123	-45%	-$314K	0.3%	48
2022 Q1	$728K	Sell	9,157 -25,061	-73%	-$2.05M	0.51%	31
2021 Q4	$2.9M	Buy	+34,218	New	+$2.91M	2.27%	11

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Intergy Private Wealth's BND Position: Q2 2026 in Review

Intergy Private Wealth reduced its Vanguard Total Bond Market (BND) stake by 19% in Q2 2026, selling an estimated $68.7K and leaving 3,994 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #105.

Intergy Private Wealth first reported a position in BND in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.9M in Q4 2021. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Intergy Private Wealth held 3,994 shares of Vanguard Total Bond Market worth $293K as of Q2 2026.
Intergy Private Wealth sold 936 Vanguard Total Bond Market shares in Q2 2026, an estimated $68.7K.
Vanguard Total Bond Market made up 0.07% of Intergy Private Wealth's portfolio in Q2 2026, its #105 holding.
Intergy Private Wealth first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 9 quarters since.
Intergy Private Wealth's Vanguard Total Bond Market position peaked at $2.9M in Q4 2021.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.