MGIA
Matthew Goff Investment Advisor’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
67,573
+33,047
| +96% | +$801K | 0.3% | 50 |
|
|
2025
Q1 | $836K | Sell |
34,526
-2,971
| -8% | -$71.9K | 0.15% | 66 |
|
|
2024
Q4 | $903K | Buy |
37,497
+678
| +2% | +$16.3K | 0.17% | 65 |
|
|
2024
Q3 | $895K | Sell |
36,819
-599
| -2% | -$14.6K | 0.17% | 65 |
|
|
2024
Q2 | $891K | Sell |
37,418
-54
| -0.1% | -$1.29K | 0.18% | 65 |
|
|
2024
Q1 | $894K | Buy |
37,472
+3,210
| +9% | +$76.6K | 0.18% | 62 |
|
|
2023
Q4 | $819K | Sell |
34,262
-31,195
| -48% | -$746K | 0.18% | 63 |
|
|
2023
Q3 | $1.53M | Sell |
65,457
-596
| -0.9% | -$13.9K | 0.37% | 48 |
|
|
2023
Q2 | $1.55M | Buy |
66,053
+708
| +1% | +$16.6K | 0.36% | 50 |
|
|
2023
Q1 | $1.55M | Sell |
65,345
-1,133
| -2% | -$26.9K | 0.38% | 50 |
|
|
2022
Q4 | $1.55M | Sell |
66,478
-25,299
| -28% | -$591K | 0.4% | 46 |
|
|
2022
Q3 | $2.12M | Sell |
91,777
-3,406
| -4% | -$78.7K | 0.61% | 37 |
|
|
2022
Q2 | $2.26M | Sell |
95,183
-1,552
| -2% | -$36.9K | 0.61% | 35 |
|
|
2022
Q1 | $2.39M | Buy |
96,735
+19,145
| +25% | +$472K | 0.56% | 36 |
|
|
2021
Q4 | $2.02M | Buy |
77,590
+18,486
| +31% | +$482K | 0.46% | 41 |
|
|
2021
Q3 | $1.57M | Buy |
59,104
+272
| +0.5% | +$7.21K | 0.38% | 43 |
|
|
2021
Q2 | $1.57M | Buy |
58,832
+19,610
| +50% | +$522K | 0.4% | 47 |
|
|
2021
Q1 | $1.03M | Buy |
39,222
+876
| +2% | +$23.1K | 0.29% | 55 |
|
|
2020
Q4 | $1.04M | Buy |
+38,346
| New | +$1.04M | 0.31% | 53 |
|