Synergy Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Synergy Asset Management’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.07M	Buy	26,968 +5,232	+24%	+$402K	0.2%	81
2026 Q1	$1.68M	Buy	21,736 +8,249	+61%	+$642K	0.18%	85
2025 Q4	$1.05M	Sell	13,487 -30,191	-69%	-$2.36M	0.11%	97
2025 Q3	$3.39M	Buy	43,678 +28,756	+193%	+$2.23M	0.12%	99
2025 Q2	$1.15M	Sell	14,922 -1,083	-7%	-$82.5K	0.13%	89
2025 Q1	$1.23M	Sell	16,005 -5,525	-26%	-$417K	0.15%	84
2024 Q4	$1.63M	Buy	21,530 +17,064	+382%	+$1.3M	0.13%	95
2024 Q3	$350K	Sell	4,466 -10,945	-71%	-$844K	0.05%	110
2024 Q2	$1.15M	Buy	+15,411	New	+$1.15M	0.18%	80
2024 Q1	–	Sell	-7,576	Closed	-$579K	–	131
2023 Q4	$579K	Sell	7,576 -661	-8%	-$48.4K	0.1%	95
2023 Q3	$596K	Buy	8,237 +5,544	+206%	+$410K	0.12%	88
2023 Q2	$203K	Buy	+2,693	New	+$205K	0.05%	86

Other funds holding BIV

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Synergy Asset Management's BIV Position: Q2 2026 in Review

Synergy Asset Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 24% in Q2 2026, buying an estimated $402K and bringing the position to 26,968 shares worth $2.07M. The position accounts for 0.2% of the portfolio, ranked #81.

Synergy Asset Management first reported a position in BIV in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.39M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Synergy Asset Management held 26,968 shares of Vanguard Intermediate-Term Bond ETF worth $2.07M as of Q2 2026.
Synergy Asset Management bought 5,232 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $402K.
Vanguard Intermediate-Term Bond ETF made up 0.2% of Synergy Asset Management's portfolio in Q2 2026, its #81 holding.
Synergy Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and has held it in 12 quarters since.
Synergy Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $3.39M in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.