MGIA
IBDP

Matthew Goff Investment Advisor’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-304,812
Closed -$7.68M – 103
2024
Q3 		$7.68M Sell
304,812
-8,886
-3% -$223K 1.46% 21
2024
Q2 		$7.88M Sell
313,698
-100,150
-24% -$2.51M 1.61% 20
2024
Q1 		$10.4M Buy
413,848
+36,997
+10% +$924K 2.1% 17
2023
Q4 		$9.39M Buy
376,851
+7,762
+2% +$192K 2.08% 16
2023
Q3 		$9.13M Buy
369,089
+312,822
+556% +$7.71M 2.2% 16
2023
Q2 		$1.39M Buy
+56,267
New +$1.38M 0.33% 53
2022
Q4 		– Sell
-14,459
Closed -$352K – 89
2022
Q3 		$352K Sell
14,459
-698
-5% -$17.2K 0.1% 68
2022
Q2 		$375K Sell
15,157
-169
-1% -$4.2K 0.1% 67
2022
Q1 		$385K Sell
15,326
-558
-4% -$14.2K 0.09% 66
2021
Q4 		$412K Sell
15,884
-3,441
-18% -$89.6K 0.09% 64
2021
Q3 		$508K Sell
19,325
-47,329
-71% -$1.25M 0.12% 65
2021
Q2 		$1.76M Buy
66,654
+890
+1% +$23.5K 0.45% 44
2021
Q1 		$1.74M Sell
65,764
-31,152
-32% -$825K 0.49% 43
2020
Q4 		$2.58M Buy
96,916
+12,858
+15% +$340K 0.77% 33
2020
Q3 		$2.22M Buy
84,058
+14,580
+21% +$386K 0.71% 34
2020
Q2 		$1.83M Sell
69,478
-3,178
-4% -$81.9K 0.6% 36
2020
Q1 		$1.8M Buy
+72,656
New +$1.85M 0.76% 29

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Matthew Goff Investment Advisor's IBDP Position: Q4 2024 in Review

Matthew Goff Investment Advisor sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 304,812 shares — an estimated $7.68M sold.

Matthew Goff Investment Advisor first reported a position in IBDP in Q1 2020 and held it in 17 quarters. The position peaked at $10.4M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Matthew Goff Investment Advisor reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 304,812 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $7.68M.
  • Matthew Goff Investment Advisor first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2020 and held it in 17 quarters.
  • Matthew Goff Investment Advisor's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $10.4M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Matthew Goff Investment Advisor's 13F filing for Q4 2024, filed 21 Jan 2025.