Barber Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Barber Financial Group’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.6M	Buy	16,054 +228	+1%	+$22.5K	0.28%	38
2022 Q4	$1.54M	Sell	15,826 -3,297	-17%	-$319K	0.43%	37
2022 Q3	$1.84M	Sell	19,123 -2,281	-11%	-$231K	0.54%	24
2022 Q2	$2.18M	Sell	21,404 -5,118	-19%	-$526K	0.36%	25
2022 Q1	$2.84M	Buy	26,522 +24,693	+1,350%	+$2.72M	0.38%	31
2021 Q4	$209K	Hold	1,829	–	–	0.03%	154
2021 Q3	$210K	Sell	1,829 -40,950	-96%	-$4.75M	0.03%	154
2021 Q2	$4.93M	Sell	42,779 -14,933	-26%	-$1.71M	0.67%	31
2021 Q1	$6.57M	Buy	57,712 +54,026	+1,466%	+$6.26M	0.96%	22
2020 Q4	$436K	Buy	+3,686	New	+$434K	0.08%	87
2020 Q3	–	Sell	-44,962	Closed	-$5.32M	–	132
2020 Q2	$5.32M	Buy	+44,962	New	+$5.26M	1.27%	20

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Barber Financial Group's AGG Position: Q1 2023 in Review

Barber Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.4% in Q1 2023, buying an estimated $22.5K and bringing the position to 16,054 shares worth $1.6M. The position accounts for 0.28% of the portfolio, ranked #38.

Barber Financial Group first reported a position in AGG in Q2 2020 and has held it in 11 quarters since. The position peaked at $6.57M in Q1 2021. 1,614 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

Barber Financial Group held 16,054 shares of iShares Core US Aggregate Bond ETF worth $1.6M as of Q1 2023.
Barber Financial Group bought 228 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $22.5K.
iShares Core US Aggregate Bond ETF made up 0.28% of Barber Financial Group's portfolio in Q1 2023, its #38 holding.
Barber Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 11 quarters since.
Barber Financial Group's iShares Core US Aggregate Bond ETF position peaked at $6.57M in Q1 2021.
1,614 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.