Number of Shares
595,158.00
Current Holdings Value*
$12.95 Mil
% of Portfolio
2.28%
Total Estimate Gain
$-357,958.96
% of Total Estimate Gain
-2.44%

Barber Financial Group, Inc.'s WisdomTree Barclays U.S. Aggregate Bond Zero Durat Holding Summary

As of 2023-03-31, Barber Financial Group, Inc. held 595,158.00 shares of WisdomTree Barclays U.S. Aggregate Bond Zero Durat(AGZD), totaling $12.95 Mil. This investment constitutes 2.28% of their stock portfolio, and Barber Financial Group, Inc. now holds 5.61% of the outstanding WisdomTree Barclays U.S. Aggregate Bond Zero Durat(AGZD) stock.

The initial trade took place in 2022Q2. And since then Barber Financial Group, Inc. has made 2 purchases of AGZD, at an average price of $23.00, for a total of 637,756.00 shares. In addition, there have been 2 sales at an average price of $22.71 for 42,598.00 shares. Based on historical transaction data and AGZD's current price of $22.42, Barber Financial Group, Inc.'s estimated gain on his AGZD holdings is $-357,958.96, reflecting a -2.44% gain to date.

Barber Financial Group, Inc. AGZD ($22.42) Holding Chart

Barber Financial Group, Inc. AGZD ($22.42) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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