Barber Financial Group’s Vanguard Total World Bond ETF BNDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-15,564	Closed	-$1.24M	–	164
2021 Q3	$1.24M	Sell	15,564 -264	-2%	-$21.3K	0.16%	52
2021 Q2	$1.27M	Sell	15,828 -6,026	-28%	-$481K	0.17%	49
2021 Q1	$1.74M	Sell	21,854 -6,559	-23%	-$529K	0.25%	47
2020 Q4	$2.34M	Sell	28,413 -18,618	-40%	-$1.52M	0.43%	39
2020 Q3	$3.85M	Sell	47,031 -9,960	-17%	-$815K	0.84%	27
2020 Q2	$4.65M	Sell	56,991 -2,379	-4%	-$192K	1.11%	23
2020 Q1	$4.72M	Buy	+59,370	New	+$4.72M	1.49%	20

Other funds holding BNDW

Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Barber Financial Group's BNDW Position: Q4 2021 in Review

Barber Financial Group sold out of Vanguard Total World Bond ETF (BNDW) in Q4 2021, closing a stake of 15,564 shares — an estimated $1.24M sold.

Barber Financial Group first reported a position in BNDW in Q1 2020 and held it in 7 quarters. The position peaked at $4.72M in Q1 2020. 82 funds tracked by Wall St. Rank hold BNDW as of Q4 2021.

Barber Financial Group reported no remaining Vanguard Total World Bond ETF position as of Q4 2021 after selling out during the quarter.
Barber Financial Group sold 15,564 Vanguard Total World Bond ETF shares in Q4 2021, an estimated $1.24M.
Barber Financial Group first reported a position in Vanguard Total World Bond ETF in Q1 2020 and held it in 7 quarters.
Barber Financial Group's Vanguard Total World Bond ETF position peaked at $4.72M in Q1 2020.
82 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q4 2021.

Based on Barber Financial Group's 13F filing for Q4 2021, filed 7 Feb 2022.