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Matthew Goff Investment Advisor’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-67,055
Closed -$1.63M – 92
2025
Q3 		$1.63M Sell
67,055
-518
-0.8% -$12.5K 0.28% 51
2025
Q2 		$1.64M Buy
67,573
+33,047
+96% +$798K 0.3% 50
2025
Q1 		$836K Sell
34,526
-2,971
-8% -$71.7K 0.15% 66
2024
Q4 		$903K Buy
37,497
+678
+2% +$16.3K 0.17% 65
2024
Q3 		$895K Sell
36,819
-599
-2% -$14.4K 0.17% 65
2024
Q2 		$891K Sell
37,418
-54
-0.1% -$1.28K 0.18% 65
2024
Q1 		$894K Buy
37,472
+3,210
+9% +$76.5K 0.18% 62
2023
Q4 		$819K Sell
34,262
-31,195
-48% -$732K 0.18% 63
2023
Q3 		$1.53M Sell
65,457
-596
-0.9% -$14K 0.37% 48
2023
Q2 		$1.55M Buy
66,053
+708
+1% +$16.7K 0.36% 50
2023
Q1 		$1.55M Sell
65,345
-1,133
-2% -$26.7K 0.38% 50
2022
Q4 		$1.55M Sell
66,478
-25,299
-28% -$587K 0.4% 46
2022
Q3 		$2.12M Sell
91,777
-3,406
-4% -$81.1K 0.61% 37
2022
Q2 		$2.26M Sell
95,183
-1,552
-2% -$37.3K 0.61% 35
2022
Q1 		$2.38M Buy
96,735
+19,145
+25% +$484K 0.56% 36
2021
Q4 		$2.02M Buy
77,590
+18,486
+31% +$484K 0.46% 41
2021
Q3 		$1.57M Buy
59,104
+272
+0.5% +$7.24K 0.38% 43
2021
Q2 		$1.57M Buy
58,832
+19,610
+50% +$521K 0.4% 47
2021
Q1 		$1.03M Buy
39,222
+876
+2% +$23.4K 0.29% 55
2020
Q4 		$1.04M Buy
+38,346
New +$1.03M 0.31% 53

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

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

Matthew Goff Investment Advisor sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2025, closing a stake of 67,055 shares — an estimated $1.63M sold.

Matthew Goff Investment Advisor first reported a position in IBDR in Q4 2020 and held it in 20 quarters. The position peaked at $2.38M in Q1 2022. 436 funds tracked by Wall St. Rank hold IBDR as of Q4 2025.

  • Matthew Goff Investment Advisor reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 67,055 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2025, an estimated $1.63M.
  • Matthew Goff Investment Advisor first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2020 and held it in 20 quarters.
  • Matthew Goff Investment Advisor's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $2.38M in Q1 2022.
  • 436 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2025.

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