MGIA
Matthew Goff Investment Advisor’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Sell |
143,037
-5,920
| -4% | -$150K | 0.67% | 35 |
|
|
2025
Q1 | $3.76M | Sell |
148,957
-4,502
| -3% | -$114K | 0.69% | 37 |
|
|
2024
Q4 | $3.82M | Buy |
153,459
+16,720
| +12% | +$416K | 0.71% | 36 |
|
|
2024
Q3 | $3.49M | Sell |
136,739
-777
| -0.6% | -$19.8K | 0.66% | 35 |
|
|
2024
Q2 | $3.41M | Sell |
137,516
-2,080
| -1% | -$51.5K | 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% | -$940K | 0.78% | 33 |
|
|
2023
Q3 | $4.28M | Sell |
178,079
-2,575
| -1% | -$61.9K | 1.03% | 30 |
|
|
2023
Q2 | $4.43M | Sell |
180,654
-220
| -0.1% | -$5.39K | 1.04% | 30 |
|
|
2023
Q1 | $4.51M | Sell |
180,874
-1,358
| -0.7% | -$33.9K | 1.12% | 29 |
|
|
2022
Q4 | $4.43M | Sell |
182,232
-76,297
| -30% | -$1.85M | 1.15% | 28 |
|
|
2022
Q3 | $6.15M | Sell |
258,529
-4,927
| -2% | -$117K | 1.76% | 20 |
|
|
2022
Q2 | $6.58M | Sell |
263,456
-2,164
| -0.8% | -$54K | 1.77% | 21 |
|
|
2022
Q1 | $7M | Buy |
265,620
+7,353
| +3% | +$194K | 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 | +$6.35M | 1.56% | 21 |
|