Blue Barn Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Blue Barn Wealth’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,819	Closed	-$380K	–	72
2025 Q3	$380K	Hold	4,819	–	–	0.17%	88
2025 Q2	$379K	Sell	4,819 -471	-9%	-$36.8K	0.18%	88
2025 Q1	$414K	Buy	+5,290	New	+$411K	0.22%	73
2022 Q4	–	Sell	-4,276	Closed	-$320K	–	123
2022 Q3	$320K	Sell	4,276 -1,012	-19%	-$77.3K	0.23%	67
2022 Q2	$406K	Buy	5,288 +254	+5%	+$19.6K	0.31%	56
2022 Q1	$392K	Sell	5,034 -110	-2%	-$8.73K	0.27%	57
2021 Q4	$416K	Buy	5,144 +2	+0%	+$163	0.28%	55
2021 Q3	$421K	Sell	5,142 -4	-0.1%	-$329	0.37%	50
2021 Q2	$423K	Buy	+5,146	New	+$423K	0.43%	46

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Blue Barn Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 4,819 shares — an estimated $380K sold.

Blue Barn Wealth first reported a position in BSV in Q2 2021 and held it in 9 quarters. The position peaked at $423K in Q2 2021. 1,313 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

Blue Barn Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Blue Barn Wealth sold 4,819 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $380K.
Blue Barn Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and held it in 9 quarters.
Blue Barn Wealth's Vanguard Short-Term Bond ETF position peaked at $423K in Q2 2021.
1,313 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

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