Intergy Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$565K	Buy	7,390 +680	+10%	+$52.6K	0.13%	70
2026 Q2	$523K	Buy	6,710 +685	+11%	+$53.5K	0.12%	70
2026 Q1	$472K	Buy	6,025 +298	+5%	+$23.5K	0.14%	67
2025 Q4	$451K	Buy	5,727 +192	+3%	+$15.1K	0.14%	68
2025 Q3	$437K	Buy	5,535 +89	+2%	+$7K	0.14%	69
2025 Q2	$429K	Sell	5,446 -211	-4%	-$16.5K	0.15%	67
2025 Q1	$443K	Sell	5,657 -62	-1%	-$4.81K	0.17%	63
2024 Q4	$442K	Buy	5,719 +91	+2%	+$7.06K	0.16%	66
2024 Q3	$443K	Buy	5,628 +102	+2%	+$7.94K	0.17%	63
2024 Q2	$424K	Sell	5,526 -2,361	-30%	-$180K	0.17%	61
2024 Q1	$605K	Sell	7,887 -398	-5%	-$30.5K	0.25%	52
2023 Q4	$638K	Sell	8,285 -12	-0.1%	-$908	0.28%	49
2023 Q3	$624K	Buy	8,297 +175	+2%	+$13.2K	0.31%	46
2023 Q2	$614K	Buy	8,122 +338	+4%	+$25.8K	0.3%	47
2023 Q1	$595K	Buy	7,784 +589	+8%	+$44.6K	0.33%	43
2022 Q4	$542K	Buy	7,195 +339	+5%	+$25.4K	0.34%	43
2022 Q3	$513K	Buy	6,856 +1,628	+31%	+$124K	0.36%	45
2022 Q2	$401K	Buy	5,228 +742	+17%	+$57.2K	0.32%	46
2022 Q1	$349K	Buy	+4,486	New	+$356K	0.24%	40

Other funds holding BSV

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Intergy Private Wealth's BSV Position: Q3 2026 in Review

Intergy Private Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 10% in Q3 2026, buying an estimated $52.6K and bringing the position to 7,390 shares worth $565K. The position accounts for 0.13% of the portfolio, ranked #70.

Intergy Private Wealth first reported a position in BSV in Q1 2022 and has held it in 19 quarters since. The position peaked at $638K in Q4 2023. 397 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Intergy Private Wealth held 7,390 shares of Vanguard Short-Term Bond ETF worth $565K as of Q3 2026.
Intergy Private Wealth bought 680 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $52.6K.
Vanguard Short-Term Bond ETF made up 0.13% of Intergy Private Wealth's portfolio in Q3 2026, its #70 holding.
Intergy Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 19 quarters since.
Intergy Private Wealth's Vanguard Short-Term Bond ETF position peaked at $638K in Q4 2023.
397 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.