Intergy Private Wealth, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1911342
COLORADO SPRINGS, CO
Position in BIV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$6,236,375
+$347,246 QoQ
Shares Held
80,803
+6.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,236,375 | 80,803 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,889,129 | 75,618 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,926,874 | 75,898 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,660,901 | 73,195 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,743,285 | 75,007 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $5,567,235 | 74,498 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,666,699 | 72,307 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,352,013 | 71,465 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,925,278 | 65,322 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,784,901 | 62,646 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $4,236,859 | 58,593 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,368,530 | 58,069 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,037,675 | 52,615 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,801,319 | 51,148 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,502,350 | 47,664 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,440,749 | 44,311 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,710,642 | 57,517 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,551,851 | 40,537 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||