Barber Financial Group’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.29M	Sell	12,233 -33	-0.3%	-$3.45K	0.23%	41
2022 Q4	$1.26M	Sell	12,266 -561	-4%	-$57.5K	0.35%	41
2022 Q3	$1.31M	Sell	12,827 -308	-2%	-$32.9K	0.38%	36
2022 Q2	$1.41M	Sell	13,135 -6,658	-34%	-$724K	0.23%	33
2022 Q1	$2.25M	Sell	19,793 -4,876	-20%	-$570K	0.3%	33
2021 Q4	$3M	Buy	24,669 +864	+4%	+$105K	0.36%	37
2021 Q3	$2.9M	Buy	23,805 +1,538	+7%	+$190K	0.38%	39
2021 Q2	$2.73M	Sell	22,267 -222	-1%	-$26.9K	0.37%	38
2021 Q1	$2.7M	Buy	22,489 +3,211	+17%	+$393K	0.39%	39
2020 Q4	$2.43M	Buy	19,278 +14,706	+322%	+$1.84M	0.44%	37
2020 Q3	$573K	Buy	+4,572	New	+$576K	0.13%	66

Other funds holding AGGM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

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

Barber Financial Group reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 0.27% in Q1 2023, selling an estimated $3.45K and leaving 12,233 shares worth $1.29M. The position accounts for 0.23% of the portfolio, ranked #41.

Barber Financial Group first reported a position in AGGM in Q3 2020 and has held it in 11 quarters since. The position peaked at $3M in Q4 2021. 60 funds tracked by Wall St. Rank hold AGGM as of Q1 2023.

Barber Financial Group held 12,233 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $1.29M as of Q1 2023.
Barber Financial Group sold 33 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2023, an estimated $3.45K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.23% of Barber Financial Group's portfolio in Q1 2023, its #41 holding.
Barber Financial Group first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2020 and has held it in 11 quarters since.
Barber Financial Group's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $3M in Q4 2021.
60 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2023.

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