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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
Q3 		$1.68M Buy
76,669
+28,709
+60% +$633K 0.25% 60
2026
Q2 		$1.06M Buy
+47,960
New +$1.06M 0.18% 57

Other funds holding IBTI

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Matthew Goff Investment Advisor's IBTI Position: Q3 2026 in Review

Matthew Goff Investment Advisor increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 60% in Q3 2026, buying an estimated $633K and bringing the position to 76,669 shares worth $1.68M. The position accounts for 0.25% of the portfolio, ranked #60.

Matthew Goff Investment Advisor first reported a position in IBTI in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Matthew Goff Investment Advisor held 76,669 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.68M as of Q3 2026.
  • Matthew Goff Investment Advisor bought 28,709 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $633K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.25% of Matthew Goff Investment Advisor's portfolio in Q3 2026, its #60 holding.
  • Matthew Goff Investment Advisor first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q3 2026, filed 13 Oct 2026.