MGIA
IBDK

Matthew Goff Investment Advisor’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-23,505
Closed -$584K – 60
2019
Q3 		$584K Hold
23,505
– – 0.24% 42
2019
Q2 		$585K Sell
23,505
-1,897
-7% -$47.1K 0.25% 40
2019
Q1 		$631K Sell
25,402
-161
-0.6% -$4K 0.29% 38
2018
Q4 		$634K Sell
25,563
-1,975
-7% -$48.9K 0.32% 36
2018
Q3 		$683K Buy
+27,538
New +$682K 0.27% 48
2018
Q2 		– Sell
-25,410
Closed -$629K – 87
2018
Q1 		$629K Sell
25,410
-4,582
-15% -$114K 0.26% 51
2017
Q4 		$746K Buy
29,992
+1,767
+6% +$44K 0.32% 49
2017
Q3 		$707K Buy
+28,225
New +$706K 0.3% 51

Other funds holding IBDK

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Matthew Goff Investment Advisor's IBDK Position: Q4 2019 in Review

Matthew Goff Investment Advisor sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 23,505 shares — an estimated $584K sold.

Matthew Goff Investment Advisor first reported a position in IBDK in Q3 2017 and held it in 8 quarters. The position peaked at $746K in Q4 2017. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Matthew Goff Investment Advisor reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 23,505 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $584K.
  • Matthew Goff Investment Advisor first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q3 2017 and held it in 8 quarters.
  • Matthew Goff Investment Advisor's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $746K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Matthew Goff Investment Advisor's 13F filing for Q4 2019, filed 27 Jan 2020.