Matthew Goff Investment Advisor’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Matthew Goff Investment Advisor’s Portfolio HYDB Stock Details HYDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-4,302	Closed	-$201K	–	108
2026 Q2	$201K	Hold	4,302	–	–	0.03%	91
2026 Q1	$200K	Buy	+4,302	New	+$203K	0.03%	107
2025 Q4	–	Sell	-5,321	Closed	-$255K	–	90
2025 Q3	$255K	Hold	5,321	–	–	0.04%	89
2025 Q2	$253K	Sell	5,321 -1,049	-16%	-$48.7K	0.05%	88
2025 Q1	$300K	Hold	6,370	–	–	0.06%	92
2024 Q4	$299K	Sell	6,370 -976	-13%	-$46.3K	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%	-$145K	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%	-$27.6K	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	+$230K	0.07%	77

Other funds holding HYDB

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

TPW

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Matthew Goff Investment Advisor's HYDB Position: Q3 2026 in Review

Matthew Goff Investment Advisor sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q3 2026, closing a stake of 4,302 shares — an estimated $201K sold.

Matthew Goff Investment Advisor first reported a position in HYDB in Q4 2020 and held it in 22 quarters. The position peaked at $585K in Q2 2021. 14 funds tracked by Wall St. Rank hold HYDB as of Q3 2026.

Matthew Goff Investment Advisor reported no remaining iShares High Yield Systematic Bond ETF position as of Q3 2026 after selling out during the quarter.
Matthew Goff Investment Advisor sold 4,302 iShares High Yield Systematic Bond ETF shares in Q3 2026, an estimated $201K.
Matthew Goff Investment Advisor first reported a position in iShares High Yield Systematic Bond ETF in Q4 2020 and held it in 22 quarters.
Matthew Goff Investment Advisor's iShares High Yield Systematic Bond ETF position peaked at $585K in Q2 2021.
14 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q3 2026, filed 13 Oct 2026.