MGIA
Matthew Goff Investment Advisor’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
123,875
-4,091
| -3% | -$99.3K | 0.56% | 41 |
|
|
2025
Q1 | $3.09M | Sell |
127,966
-6,006
| -4% | -$145K | 0.57% | 42 |
|
|
2024
Q4 | $3.21M | Buy |
133,972
+7,547
| +6% | +$181K | 0.6% | 40 |
|
|
2024
Q3 | $3.08M | Sell |
126,425
-754
| -0.6% | -$18.4K | 0.59% | 40 |
|
|
2024
Q2 | $3.02M | Sell |
127,179
-1,031
| -0.8% | -$24.5K | 0.62% | 39 |
|
|
2024
Q1 | $3.05M | Sell |
128,210
-967
| -0.7% | -$23K | 0.62% | 39 |
|
|
2023
Q4 | $3.09M | Sell |
129,177
-39,424
| -23% | -$943K | 0.69% | 38 |
|
|
2023
Q3 | $3.9M | Sell |
168,601
-3,185
| -2% | -$73.7K | 0.94% | 34 |
|
|
2023
Q2 | $4.03M | Sell |
171,786
-1,329
| -0.8% | -$31.2K | 0.95% | 34 |
|
|
2023
Q1 | $4.12M | Sell |
173,115
-1,886
| -1% | -$44.9K | 1.02% | 31 |
|
|
2022
Q4 | $4.09M | Sell |
175,001
-113,224
| -39% | -$2.65M | 1.07% | 31 |
|
|
2022
Q3 | $6.63M | Sell |
288,225
-7,094
| -2% | -$163K | 1.89% | 18 |
|
|
2022
Q2 | $7.05M | Sell |
295,319
-235
| -0.1% | -$5.61K | 1.9% | 18 |
|
|
2022
Q1 | $7.37M | Buy |
295,554
+11,784
| +4% | +$294K | 1.73% | 19 |
|
|
2021
Q4 | $7.54M | Buy |
283,770
+27,607
| +11% | +$733K | 1.73% | 21 |
|
|
2021
Q3 | $6.91M | Buy |
256,163
+190,781
| +292% | +$5.15M | 1.69% | 19 |
|
|
2021
Q2 | $1.77M | Buy |
65,382
+28,940
| +79% | +$783K | 0.45% | 43 |
|
|
2021
Q1 | $974K | Buy |
36,442
+818
| +2% | +$21.9K | 0.27% | 56 |
|
|
2020
Q4 | $982K | Buy |
+35,624
| New | +$982K | 0.29% | 55 |
|