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Vanguard Intermediate-Term Bond ETF shares owned by Intergy Private Wealth

Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Intergy Private Wealth from 13F filings

Historical chart of Intergy Private Wealth investment in Vanguard Intermediate-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate-Term Bond ETF held by Intergy Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 65k 75.40
2023-12-31 $4.8M 63k 76.38
2023-09-30 $4.2M 59k 72.31
2023-06-30 $4.4M 58k 75.23
2023-03-31 $4.0M 53k 76.74
2022-12-31 $3.8M 51k 74.32
2022-09-30 $3.5M 48k 73.47
2022-06-30 $3.4M 44k 77.66
2022-03-31 $4.7M 58k 81.91
2021-12-31 $3.6M 41k 87.62

More positions owned by Intergy Private Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Cohen Steer Reit (ICF)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Intergy Private Wealth

Top funds holding Vanguard Intermediate-Term Bond ETF

Goldman Sachs Group
Wells Fargo & Company
Bank of America Corporation
True Link Financial Advisors
Mather Group
United Capital Financial Advisers
Baird Financial
Envestnet Portfolio Solutions
Advisor Group Holdings
Lincoln National
Royal Bank of Canada
UBS Group
Diana Davis Spencer Foundation
Tiaa Trust, National Association
Bank of New York Mellon

View all funds holding Vanguard Intermediate-Term Bond ETF