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Matthew Goff Investment Advisor’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.37M Buy
+133,514
New +$3.37M 0.57% 38
2025
Q4 		– Sell
-142,349
Closed -$3.63M – 94
2025
Q3 		$3.63M Sell
142,349
-688
-0.5% -$17.5K 0.62% 39
2025
Q2 		$3.64M Sell
143,037
-5,920
-4% -$149K 0.67% 35
2025
Q1 		$3.76M Sell
148,957
-4,502
-3% -$113K 0.69% 37
2024
Q4 		$3.82M Buy
153,459
+16,720
+12% +$420K 0.71% 36
2024
Q3 		$3.49M Sell
136,739
-777
-0.6% -$19.6K 0.66% 35
2024
Q2 		$3.41M Sell
137,516
-2,080
-1% -$51.3K 0.7% 34
2024
Q1 		$3.48M Sell
139,596
-1,003
-0.7% -$25K 0.7% 34
2023
Q4 		$3.53M Sell
140,599
-37,480
-21% -$910K 0.78% 33
2023
Q3 		$4.28M Sell
178,079
-2,575
-1% -$62.7K 1.03% 30
2023
Q2 		$4.43M Sell
180,654
-220
-0.1% -$5.45K 1.04% 30
2023
Q1 		$4.51M Sell
180,874
-1,358
-0.7% -$33.5K 1.12% 29
2022
Q4 		$4.43M Sell
182,232
-76,297
-30% -$1.84M 1.15% 28
2022
Q3 		$6.15M Sell
258,529
-4,927
-2% -$123K 1.76% 20
2022
Q2 		$6.58M Sell
263,456
-2,164
-0.8% -$54.8K 1.77% 21
2022
Q1 		$7M Buy
265,620
+7,353
+3% +$200K 1.64% 22
2021
Q4 		$7.31M Buy
258,267
+36,611
+17% +$1.04M 1.67% 22
2021
Q3 		$6.35M Buy
+221,656
New +$6.43M 1.56% 21

Other funds holding IBDT

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Matthew Goff Investment Advisor's IBDT Position: Q2 2026 in Review

Matthew Goff Investment Advisor opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 133,514 shares worth $3.37M. The stake represents 0.57% of the portfolio and ranks #38 among its holdings. This is a return to the name: Matthew Goff Investment Advisor previously reported a position in IBDT as recently as Q3 2025.

Matthew Goff Investment Advisor first reported a position in IBDT in Q3 2021 and has held it in 18 quarters since. The position peaked at $7.31M in Q4 2021. 106 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Matthew Goff Investment Advisor held 133,514 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $3.37M as of Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF was a new Matthew Goff Investment Advisor position in Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.57% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #38 holding.
  • Matthew Goff Investment Advisor first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2021 and has held it in 18 quarters since.
  • Matthew Goff Investment Advisor's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $7.31M in Q4 2021.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.