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Matthew Goff Investment Advisor’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-153,758
Closed -$3.74M – 93
2025
Q3 		$3.74M Buy
153,758
+29,883
+24% +$725K 0.64% 37
2025
Q2 		$3.01M Sell
123,875
-4,091
-3% -$98.7K 0.56% 41
2025
Q1 		$3.09M Sell
127,966
-6,006
-4% -$144K 0.57% 42
2024
Q4 		$3.21M Buy
133,972
+7,547
+6% +$182K 0.6% 40
2024
Q3 		$3.08M Sell
126,425
-754
-0.6% -$18.2K 0.59% 40
2024
Q2 		$3.02M Sell
127,179
-1,031
-0.8% -$24.4K 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% -$920K 0.69% 38
2023
Q3 		$3.9M Sell
168,601
-3,185
-2% -$74.3K 0.94% 34
2023
Q2 		$4.03M Sell
171,786
-1,329
-0.8% -$31.5K 0.95% 34
2023
Q1 		$4.12M Sell
173,115
-1,886
-1% -$44.5K 1.02% 31
2022
Q4 		$4.09M Sell
175,001
-113,224
-39% -$2.62M 1.07% 31
2022
Q3 		$6.63M Sell
288,225
-7,094
-2% -$169K 1.89% 18
2022
Q2 		$7.05M Sell
295,319
-235
-0.1% -$5.68K 1.9% 18
2022
Q1 		$7.37M Buy
295,554
+11,784
+4% +$302K 1.73% 19
2021
Q4 		$7.54M Buy
283,770
+27,607
+11% +$735K 1.73% 21
2021
Q3 		$6.91M Buy
256,163
+190,781
+292% +$5.18M 1.69% 19
2021
Q2 		$1.77M Buy
65,382
+28,940
+79% +$780K 0.45% 43
2021
Q1 		$974K Buy
36,442
+818
+2% +$22.3K 0.27% 56
2020
Q4 		$982K Buy
+35,624
New +$972K 0.29% 55

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 IBDS Position: Q4 2025 in Review

Matthew Goff Investment Advisor sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2025, closing a stake of 153,758 shares — an estimated $3.74M sold.

Matthew Goff Investment Advisor first reported a position in IBDS in Q4 2020 and held it in 20 quarters. The position peaked at $7.54M in Q4 2021. 414 funds tracked by Wall St. Rank hold IBDS as of Q4 2025.

  • Matthew Goff Investment Advisor reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 153,758 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2025, an estimated $3.74M.
  • Matthew Goff Investment Advisor first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2020 and held it in 20 quarters.
  • Matthew Goff Investment Advisor's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $7.54M in Q4 2021.
  • 414 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2025.

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