MGIA
Matthew Goff Investment Advisor’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Sell |
5,321
-1,049
| -16% | -$49.8K | 0.05% | 88 |
|
|
2025
Q1 | $300K | Hold |
6,370
| – | – | 0.06% | 92 |
|
|
2024
Q4 | $299K | Sell |
6,370
-976
| -13% | -$45.9K | 0.06% | 91 |
|
|
2024
Q3 | $353K | Hold |
7,346
| – | – | 0.07% | 88 |
|
|
2024
Q2 | $341K | Hold |
7,346
| – | – | 0.07% | 85 |
|
|
2024
Q1 | $343K | Hold |
7,346
| – | – | 0.07% | 80 |
|
|
2023
Q4 | $339K | Sell |
7,346
-3,258
| -31% | -$151K | 0.08% | 80 |
|
|
2023
Q3 | $466K | Hold |
10,604
| – | – | 0.11% | 72 |
|
|
2023
Q2 | $474K | Hold |
10,604
| – | – | 0.11% | 73 |
|
|
2023
Q1 | $474K | Hold |
10,604
| – | – | 0.12% | 68 |
|
|
2022
Q4 | $462K | Sell |
10,604
-631
| -6% | -$27.5K | 0.12% | 69 |
|
|
2022
Q3 | $479K | Hold |
11,235
| – | – | 0.14% | 61 |
|
|
2022
Q2 | $489K | Hold |
11,235
| – | – | 0.13% | 62 |
|
|
2022
Q1 | $547K | Hold |
11,235
| – | – | 0.13% | 58 |
|
|
2021
Q4 | $577K | Hold |
11,235
| – | – | 0.13% | 58 |
|
|
2021
Q3 | $581K | Hold |
11,235
| – | – | 0.14% | 61 |
|
|
2021
Q2 | $585K | Hold |
11,235
| – | – | 0.15% | 63 |
|
|
2021
Q1 | $578K | Buy |
11,235
+6,636
| +144% | +$341K | 0.16% | 64 |
|
|
2020
Q4 | $236K | Buy |
+4,599
| New | +$236K | 0.07% | 77 |
|