BBW
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Blue Barn Wealth’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Blue Barn Wealth’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-93,329
Closed -$1.92M – 69
2025
Q3 		$1.92M Buy
93,329
+2,767
+3% +$56.8K 0.84% 27
2025
Q2 		$1.86M Buy
90,562
+2,364
+3% +$48.1K 0.87% 27
2025
Q1 		$1.79M Buy
88,198
+10,847
+14% +$220K 0.94% 25
2024
Q4 		$1.56M Buy
77,351
+16,771
+28% +$340K 0.82% 28
2024
Q3 		$1.25M Buy
60,580
+1,207
+2% +$24.6K 0.64% 35
2024
Q2 		$1.18M Buy
59,373
+3,773
+7% +$75.1K 0.66% 33
2024
Q1 		$1.12M Buy
55,600
+9,070
+19% +$182K 0.62% 34
2023
Q4 		$944K Buy
+46,530
New +$913K 0.56% 34

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return