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Matthew Goff Investment Advisor’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Buy
+47,960
New +$1.06M 0.18% 57

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Matthew Goff Investment Advisor opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026: 47,960 shares worth $1.06M. The stake represents 0.18% of the portfolio and ranks #57 among its holdings.

256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Matthew Goff Investment Advisor held 47,960 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.06M as of Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF was a new Matthew Goff Investment Advisor position in Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.18% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #57 holding.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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