MGIA
IBDQ

Matthew Goff Investment Advisor’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-760,736
Closed -$19.2M – 91
2025
Q3 		$19.2M Buy
760,736
+585
+0.1% +$14.7K 3.28% 8
2025
Q2 		$19.1M Sell
760,151
-149,311
-16% -$3.75M 3.54% 7
2025
Q1 		$22.9M Sell
909,462
-81,762
-8% -$2.05M 4.22% 5
2024
Q4 		$24.8M Buy
991,224
+529,208
+115% +$13.3M 4.62% 3
2024
Q3 		$11.6M Buy
462,016
+311,339
+207% +$7.77M 2.21% 16
2024
Q2 		$3.75M Buy
150,677
+55,323
+58% +$1.37M 0.76% 31
2024
Q1 		$2.37M Buy
95,354
+44,321
+87% +$1.1M 0.48% 45
2023
Q4 		$1.26M Buy
51,033
+10,879
+27% +$266K 0.28% 53
2023
Q3 		$979K Sell
40,154
-299
-0.7% -$7.29K 0.24% 58
2023
Q2 		$986K Buy
40,453
+23,935
+145% +$586K 0.23% 58
2023
Q1 		$405K Hold
16,518
– – 0.1% 75
2022
Q4 		$402K Sell
16,518
-59,232
-78% -$1.43M 0.1% 74
2022
Q3 		$1.83M Sell
75,750
-691
-0.9% -$17K 0.52% 38
2022
Q2 		$1.89M Hold
76,441
– – 0.51% 38
2022
Q1 		$1.93M Sell
76,441
-904
-1% -$23.3K 0.45% 39
2021
Q4 		$2.04M Sell
77,345
-2,404
-3% -$63.9K 0.47% 40
2021
Q3 		$2.14M Sell
79,749
-2,449
-3% -$66.1K 0.53% 36
2021
Q2 		$2.22M Buy
82,198
+898
+1% +$24.2K 0.56% 36
2021
Q1 		$2.18M Sell
81,300
-29,717
-27% -$805K 0.62% 36
2020
Q4 		$3.04M Buy
111,017
+27,656
+33% +$752K 0.9% 31
2020
Q3 		$2.26M Buy
83,361
+14,187
+21% +$385K 0.72% 33
2020
Q2 		$1.87M Sell
69,174
-1,942
-3% -$51K 0.61% 35
2020
Q1 		$1.78M Buy
+71,116
New +$1.83M 0.75% 30

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Matthew Goff Investment Advisor's IBDQ Position: Q4 2025 in Review

Matthew Goff Investment Advisor sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 760,736 shares — an estimated $19.2M sold.

Matthew Goff Investment Advisor first reported a position in IBDQ in Q1 2020 and held it in 23 quarters. The position peaked at $24.8M in Q4 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Matthew Goff Investment Advisor reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 760,736 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $19.2M.
  • Matthew Goff Investment Advisor first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2020 and held it in 23 quarters.
  • Matthew Goff Investment Advisor's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $24.8M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Matthew Goff Investment Advisor's 13F filing for Q4 2025, filed 14 Jan 2026.