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Matthew Goff Investment Advisor’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-310,824
Closed -$7.53M – 99
2026
Q1 		$7.53M Buy
+310,824
New +$7.91M 1.26% 29

Other funds holding IBMP

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

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

Matthew Goff Investment Advisor sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2026, closing a stake of 310,824 shares — an estimated $7.53M sold.

Matthew Goff Investment Advisor first reported a position in IBMP in Q1 2026 and held it in 1 quarter. The position peaked at $7.53M in Q1 2026. 42 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Matthew Goff Investment Advisor reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 310,824 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $7.53M.
  • Matthew Goff Investment Advisor first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Matthew Goff Investment Advisor's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $7.53M in Q1 2026.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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