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Blue Barn Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Blue Barn Wealth’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
2025
Q4 		– Sell
-17,220
Closed -$1.34M – 66
2025
Q3 		$1.34M Sell
17,220
-223
-1% -$17.3K 0.59% 30
2025
Q2 		$1.35M Sell
17,443
-1,272
-7% -$96.9K 0.64% 31
2025
Q1 		$1.43M Sell
18,715
-61
-0.3% -$4.6K 0.75% 29
2024
Q4 		$1.4M Sell
18,776
-1,740
-8% -$132K 0.74% 31
2024
Q3 		$1.61M Sell
20,516
-177
-0.9% -$13.6K 0.83% 29
2024
Q2 		$1.55M Buy
20,693
+314
+2% +$23.3K 0.86% 30
2024
Q1 		$1.54M Buy
20,379
+295
+1% +$22.2K 0.86% 30
2023
Q4 		$1.53M Buy
20,084
+894
+5% +$65.5K 0.91% 29
2023
Q3 		$1.39M Buy
19,190
+1,450
+8% +$107K 0.91% 29
2023
Q2 		$1.33M Buy
17,740
+181
+1% +$13.8K 0.87% 29
2023
Q1 		$1.35M Buy
17,559
+2,349
+15% +$178K 0.84% 28
2022
Q4 		$1.13M Sell
15,210
-5,002
-25% -$371K 0.74% 30
2022
Q3 		$1.49M Sell
20,212
-328
-2% -$25.4K 1.06% 21
2022
Q2 		$1.59M Sell
20,540
-7,679
-27% -$602K 1.22% 19
2022
Q1 		$2.31M Buy
28,219
+430
+2% +$36.3K 1.6% 14
2021
Q4 		$2.44M Buy
27,789
+2,267
+9% +$201K 1.65% 14
2021
Q3 		$2.28M Sell
25,522
-231
-0.9% -$20.9K 2% 12
2021
Q2 		$2.32M Buy
+25,753
New +$2.3M 2.38% 11

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Blue Barn Wealth's BIV Position: Q4 2025 in Review

Blue Barn Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 17,220 shares — an estimated $1.34M sold.

Blue Barn Wealth first reported a position in BIV in Q2 2021 and held it in 18 quarters. The position peaked at $2.44M in Q4 2021. 976 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

  • Blue Barn Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 17,220 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $1.34M.
  • Blue Barn Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and held it in 18 quarters.
  • Blue Barn Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $2.44M in Q4 2021.
  • 976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.