Barber Financial Group’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-12,078	Closed	-$233K	–	144
2018 Q1	$233K	Buy	+12,078	New	+$235K	0.06%	110

Other funds holding AGGP

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Barber Financial Group's AGGP Position: Q2 2018 in Review

Barber Financial Group sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q2 2018, closing a stake of 12,078 shares — an estimated $233K sold.

Barber Financial Group first reported a position in AGGP in Q1 2018 and held it in 1 quarter. The position peaked at $233K in Q1 2018. 42 funds tracked by Wall St. Rank hold AGGP as of Q2 2018.

Barber Financial Group reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q2 2018 after selling out during the quarter.
Barber Financial Group sold 12,078 IQ Enhanced Core Plus Bond U.S. ETF shares in Q2 2018, an estimated $233K.
Barber Financial Group first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q1 2018 and held it in 1 quarter.
Barber Financial Group's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $233K in Q1 2018.
42 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q2 2018.

Based on Barber Financial Group's 13F filing for Q2 2018, filed 14 Aug 2018.