MGIA
IBDL
Matthew Goff Investment Advisor’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-361,567
| Closed | -$9.12M | – | 85 |
|
|
2020
Q3 | $9.12M | Buy |
+361,567
| New | +$9.12M | 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% | -$1.38M | 0.15% | 62 |
|
|
2018
Q1 | $1.79M | Buy |
71,525
+14,978
| +26% | +$375K | 0.75% | 36 |
|
|
2017
Q4 | $1.43M | Buy |
56,547
+3,501
| +7% | +$88.6K | 0.62% | 40 |
|
|
2017
Q3 | $1.36M | Buy |
+53,046
| New | +$1.36M | 0.58% | 41 |
|