MGIA
IBDN

Matthew Goff Investment Advisor’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-14,818
Closed -$375K – 93
2021
Q3 		$375K Sell
14,818
-64,866
-81% -$1.64M 0.09% 74
2021
Q2 		$2.02M Sell
79,684
-191,111
-71% -$4.86M 0.51% 39
2021
Q1 		$6.89M Sell
270,795
-15,878
-6% -$405K 1.94% 21
2020
Q4 		$7.33M Sell
286,673
-2,657
-0.9% -$68K 2.18% 17
2020
Q3 		$7.42M Sell
289,330
-12,593
-4% -$323K 2.37% 16
2020
Q2 		$7.75M Sell
301,923
-8,903
-3% -$226K 2.54% 10
2020
Q1 		$7.71M Sell
310,826
-30,977
-9% -$777K 3.24% 9
2019
Q4 		$8.64M Buy
341,803
+58,886
+21% +$1.49M 3.2% 11
2019
Q3 		$7.16M Buy
282,917
+5,469
+2% +$138K 2.96% 12
2019
Q2 		$7M Sell
277,448
-45,262
-14% -$1.13M 3% 12
2019
Q1 		$8.04M Sell
322,710
-22,640
-7% -$557K 3.71% 7
2018
Q4 		$8.35M Buy
345,350
+3,202
+0.9% +$77.4K 4.24% 4
2018
Q3 		$8.32M Buy
342,148
+73,149
+27% +$1.78M 3.34% 6
2018
Q2 		$6.56M Sell
268,999
-26,541
-9% -$646K 2.56% 12
2018
Q1 		$7.24M Buy
295,540
+29,852
+11% +$735K 3.04% 8
2017
Q4 		$6.64M Buy
265,688
+22,039
+9% +$553K 2.86% 9
2017
Q3 		$6.16M Buy
+243,649
New +$6.15M 2.64% 11

Other funds holding IBDN

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

Matthew Goff Investment Advisor sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2021, closing a stake of 14,818 shares — an estimated $375K sold.

Matthew Goff Investment Advisor first reported a position in IBDN in Q3 2017 and held it in 17 quarters. The position peaked at $8.64M in Q4 2019. 211 funds tracked by Wall St. Rank hold IBDN as of Q4 2021.

  • Matthew Goff Investment Advisor reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 14,818 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2021, an estimated $375K.
  • Matthew Goff Investment Advisor first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2017 and held it in 17 quarters.
  • Matthew Goff Investment Advisor's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $8.64M in Q4 2019.
  • 211 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2021.

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