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How Barber Financial Group's 13F Holdings Changed from Q3 2022 to Q4 2022

Ava Hoppe | 3 May, 2023

The Barber Financial Group, Inc. has recently released its 13F holdings report for Q3 2022 and Q4 2022, and the changes in their portfolio are worth noting. In this article, we will discuss the significant changes in holdings and their potential implications.

One notable change in Barber Financial Group's holdings is the decrease in the number of shares they hold in the iShares Short-Term Corporate Bond ETF (STIP). In Q3 2022, they held 1,379,875 shares, but in Q4 2022, that number decreased to 1,276,086 shares, representing a 6.7% decrease. The value of their holdings in STIP also decreased from $132,620,000 to $123,729,000.

Another significant change is the increase in the number of shares they own in American Century ETF Trust's small-cap value fund (AVUV). In Q3 2022, they held 154,566 shares, while in Q4 2022, that number increased to 167,388 shares, representing a 22% increase. The value of their holdings in AVUV also increased from $10,223,000 to $12,472,000.

The Vanguard Index Funds' Total Stock Market ETF (VTI) also saw changes in holdings from Q3 2022 to Q4 2022. Their number of shares in VTI decreased from 8,744 shares to 8,270 shares, representing a 5% decrease. However, the value of their holdings in VTI only slightly decreased from $1,569,000 to $1,581,000.

In contrast, Barber Financial Group's holdings in the SPDR S&P 500 ETF Trust (SPY) for Q4 2022 increased significantly. Their Q3 2022 holdings were at 0, but in Q4 2022, they held 4,581 shares, representing a tremendous increase. The value of their holdings in SPY also increased from $0 to $1,751,000.

These are just some of the significant changes in Barber Financial Group's holdings from Q3 2022 to Q4 2022. The reasons for these changes are uncertain, but market conditions, company performance, and investment strategies could all be factors. It's essential to stay updated with these changes, as they can provide valuable insights into the financial landscape and potential opportunities for investors.

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