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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
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

RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Matthew Goff Investment Advisor's HYDB Position: Q2 2026 in Review

Matthew Goff Investment Advisor held its iShares High Yield Systematic Bond ETF (HYDB) position steady in Q2 2026 at 4,302 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #91.

Matthew Goff Investment Advisor first reported a position in HYDB in Q4 2020 and has held it in 22 quarters since. The position peaked at $585K in Q2 2021. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Matthew Goff Investment Advisor held 4,302 shares of iShares High Yield Systematic Bond ETF worth $201K as of Q2 2026.
  • Matthew Goff Investment Advisor left its iShares High Yield Systematic Bond ETF share count unchanged in Q2 2026.
  • iShares High Yield Systematic Bond ETF made up 0.03% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #91 holding.
  • Matthew Goff Investment Advisor first reported a position in iShares High Yield Systematic Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Matthew Goff Investment Advisor's iShares High Yield Systematic Bond ETF position peaked at $585K in Q2 2021.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.