Matthew Goff Investment Advisor’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-361,567	Closed	-$9.12M	–	85
2020 Q3	$9.12M	Buy	+361,567	New	+$9.13M	2.91%	8
2019 Q1	–	Sell	-98,638	Closed	-$2.46M	–	54
2018 Q4	$2.46M	Buy	98,638 +1,925	+2%	+$48.1K	1.25%	25
2018 Q3	$2.42M	Buy	96,713 +81,087	+519%	+$2.03M	0.97%	33
2018 Q2	$387K	Sell	15,626 -55,899	-78%	-$1.4M	0.15%	62
2018 Q1	$1.79M	Buy	71,525 +14,978	+26%	+$377K	0.75%	36
2017 Q4	$1.43M	Buy	56,547 +3,501	+7%	+$89K	0.62%	40
2017 Q3	$1.36M	Buy	+53,046	New	+$1.36M	0.58%	41

Other funds holding IBDL

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Matthew Goff Investment Advisor's IBDL Position: Q4 2020 in Review

Matthew Goff Investment Advisor sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 361,567 shares — an estimated $9.12M sold.

Matthew Goff Investment Advisor first reported a position in IBDL in Q3 2017 and held it in 7 quarters. The position peaked at $9.12M in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

Matthew Goff Investment Advisor reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Matthew Goff Investment Advisor sold 361,567 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $9.12M.
Matthew Goff Investment Advisor first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2017 and held it in 7 quarters.
Matthew Goff Investment Advisor's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $9.12M in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Matthew Goff Investment Advisor's 13F filing for Q4 2020, filed 27 Jan 2021.