Barber Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.3M	Sell	15,806 -3,032	-16%	-$247K	0.23%	40
2022 Q4	$1.53M	Buy	18,838 +4,278	+29%	+$347K	0.42%	38
2022 Q3	$1.18M	Buy	14,560 +9,567	+192%	+$787K	0.34%	39
2022 Q2	$413K	Buy	+4,993	New	+$414K	0.07%	82
2021 Q2	–	Sell	-3,907	Closed	-$337K	–	163
2021 Q1	$337K	Sell	3,907 -25	-0.6%	-$2.16K	0.05%	103
2020 Q4	$340K	Sell	3,932 -140	-3%	-$12.1K	0.06%	102
2020 Q3	$352K	Sell	4,072 -331	-8%	-$28.6K	0.08%	91
2020 Q2	$381K	Buy	+4,403	New	+$381K	0.09%	82

Other funds holding SHY

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

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

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

Barber Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 16% in Q1 2023, selling an estimated $247K and leaving 15,806 shares worth $1.3M. The position accounts for 0.23% of the portfolio, ranked #40.

Barber Financial Group first reported a position in SHY in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.53M in Q4 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

Barber Financial Group held 15,806 shares of iShares 1-3 Year Treasury Bond ETF worth $1.3M as of Q1 2023.
Barber Financial Group sold 3,032 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $247K.
iShares 1-3 Year Treasury Bond ETF made up 0.23% of Barber Financial Group's portfolio in Q1 2023, its #40 holding.
Barber Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 8 quarters since.
Barber Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1.53M in Q4 2022.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

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