MGIA
Matthew Goff Investment Advisor’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Sell |
130,924
-7,080
| -5% | -$165K | 0.57% | 40 |
|
|
2025
Q1 | $3.19M | Sell |
138,004
-3,588
| -3% | -$83K | 0.59% | 41 |
|
|
2024
Q4 | $3.23M | Sell |
141,592
-881
| -0.6% | -$20.1K | 0.6% | 39 |
|
|
2024
Q3 | $3.35M | Sell |
142,473
-44
| -0% | -$1.03K | 0.64% | 38 |
|
|
2024
Q2 | $3.23M | Sell |
142,517
-2,075
| -1% | -$47K | 0.66% | 36 |
|
|
2024
Q1 | $3.3M | Sell |
144,592
-457
| -0.3% | -$10.4K | 0.67% | 36 |
|
|
2023
Q4 | $3.35M | Sell |
145,049
-60,352
| -29% | -$1.39M | 0.74% | 34 |
|
|
2023
Q3 | $4.5M | Sell |
205,401
-728
| -0.4% | -$15.9K | 1.08% | 28 |
|
|
2023
Q2 | $4.63M | Buy |
206,129
+505
| +0.2% | +$11.3K | 1.09% | 28 |
|
|
2023
Q1 | $4.7M | Sell |
205,624
-1,225
| -0.6% | -$28K | 1.17% | 27 |
|
|
2022
Q4 | $4.59M | Sell |
206,849
-59,111
| -22% | -$1.31M | 1.2% | 26 |
|
|
2022
Q3 | $5.8M | Sell |
265,960
-1,878
| -0.7% | -$40.9K | 1.66% | 22 |
|
|
2022
Q2 | $6.12M | Sell |
267,838
-2,260
| -0.8% | -$51.6K | 1.65% | 23 |
|
|
2022
Q1 | $6.62M | Buy |
270,098
+1,876
| +0.7% | +$46K | 1.55% | 23 |
|
|
2021
Q4 | $7.06M | Buy |
268,222
+44,830
| +20% | +$1.18M | 1.62% | 23 |
|
|
2021
Q3 | $5.95M | Buy |
+223,392
| New | +$5.95M | 1.46% | 24 |
|