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Matthew Goff Investment Advisor’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.86M Buy
+123,519
New +$2.86M 0.48% 41
2025
Q4 		– Sell
-130,049
Closed -$3.05M – 95
2025
Q3 		$3.05M Sell
130,049
-875
-0.7% -$20.4K 0.52% 42
2025
Q2 		$3.05M Sell
130,924
-7,080
-5% -$163K 0.57% 40
2025
Q1 		$3.19M Sell
138,004
-3,588
-3% -$82.3K 0.59% 41
2024
Q4 		$3.23M Sell
141,592
-881
-0.6% -$20.3K 0.6% 39
2024
Q3 		$3.35M Sell
142,473
-44
-0% -$1.02K 0.64% 38
2024
Q2 		$3.23M Sell
142,517
-2,075
-1% -$46.8K 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% -$1.34M 0.74% 34
2023
Q3 		$4.5M Sell
205,401
-728
-0.4% -$16.2K 1.08% 28
2023
Q2 		$4.63M Buy
206,129
+505
+0.2% +$11.4K 1.09% 28
2023
Q1 		$4.7M Sell
205,624
-1,225
-0.6% -$27.7K 1.17% 27
2022
Q4 		$4.59M Sell
206,849
-59,111
-22% -$1.3M 1.2% 26
2022
Q3 		$5.79M Sell
265,960
-1,878
-0.7% -$43K 1.66% 22
2022
Q2 		$6.12M Sell
267,838
-2,260
-0.8% -$52.6K 1.65% 23
2022
Q1 		$6.62M Buy
270,098
+1,876
+0.7% +$47.3K 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 +$6.02M 1.46% 24

Other funds holding IBDU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

Matthew Goff Investment Advisor opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 123,519 shares worth $2.86M. The stake represents 0.48% of the portfolio and ranks #41 among its holdings. This is a return to the name: Matthew Goff Investment Advisor previously reported a position in IBDU as recently as Q3 2025.

Matthew Goff Investment Advisor first reported a position in IBDU in Q3 2021 and has held it in 18 quarters since. The position peaked at $7.06M in Q4 2021. 263 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Matthew Goff Investment Advisor held 123,519 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.86M as of Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF was a new Matthew Goff Investment Advisor position in Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.48% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #41 holding.
  • Matthew Goff Investment Advisor first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2021 and has held it in 18 quarters since.
  • Matthew Goff Investment Advisor's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $7.06M in Q4 2021.
  • 263 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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