MGIA
IBDM

Matthew Goff Investment Advisor’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-39,659
Closed -$981K – 94
2021
Q3 		$981K Sell
39,659
-105,770
-73% -$2.62M 0.24% 55
2021
Q2 		$3.6M Sell
145,429
-266,024
-65% -$6.6M 0.91% 31
2021
Q1 		$10.2M Sell
411,453
-125,489
-23% -$3.12M 2.88% 10
2020
Q4 		$13.4M Sell
536,942
-10,463
-2% -$261K 3.98% 4
2020
Q3 		$13.7M Sell
547,405
-16,572
-3% -$416K 4.38% 4
2020
Q2 		$14.2M Sell
563,977
-21,185
-4% -$530K 4.65% 4
2020
Q1 		$14.4M Sell
585,162
-38,380
-6% -$952K 6.07% 3
2019
Q4 		$15.6M Buy
623,542
+45,005
+8% +$1.12M 5.76% 3
2019
Q3 		$14.5M Buy
578,537
+104,822
+22% +$2.61M 5.97% 3
2019
Q2 		$11.8M Buy
473,715
+193,856
+69% +$4.8M 5.06% 3
2019
Q1 		$6.92M Sell
279,859
-16,773
-6% -$411K 3.19% 10
2018
Q4 		$7.23M Buy
296,632
+7,081
+2% +$172K 3.67% 8
2018
Q3 		$7.05M Buy
289,551
+210,385
+266% +$5.12M 2.83% 11
2018
Q2 		$1.98M Sell
79,166
-170,359
-68% -$4.15M 0.78% 38
2018
Q1 		$6.11M Buy
249,525
+21,298
+9% +$523K 2.56% 13
2017
Q4 		$5.66M Buy
228,227
+19,464
+9% +$485K 2.43% 15
2017
Q3 		$5.23M Buy
+208,763
New +$5.23M 2.25% 18

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Matthew Goff Investment Advisor's IBDM Position: Q4 2021 in Review

Matthew Goff Investment Advisor sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 39,659 shares — an estimated $981K sold.

Matthew Goff Investment Advisor first reported a position in IBDM in Q3 2017 and held it in 17 quarters. The position peaked at $15.6M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Matthew Goff Investment Advisor reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 39,659 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $981K.
  • Matthew Goff Investment Advisor first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2017 and held it in 17 quarters.
  • Matthew Goff Investment Advisor's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $15.6M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Matthew Goff Investment Advisor's 13F filing for Q4 2021, filed 18 Jan 2022.