Matthew Goff Investment Advisor’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-148,245	Closed	-$7.88M	–	53
2018 Q3	$7.88M	Buy	+148,245	New	+$7.89M	3.16%	7
2018 Q2	–	Sell	-152,270	Closed	-$8.16M	–	74
2018 Q1	$8.16M	Sell	152,270 -4,102	-3%	-$221K	3.42%	6
2017 Q4	$8.54M	Sell	156,372 -2,836	-2%	-$155K	3.67%	6
2017 Q3	$8.77M	Buy	+159,208	New	+$8.77M	3.77%	7

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Matthew Goff Investment Advisor's IGIB Position: Q4 2018 in Review

Matthew Goff Investment Advisor sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2018, closing a stake of 148,245 shares — an estimated $7.88M sold.

Matthew Goff Investment Advisor first reported a position in IGIB in Q3 2017 and held it in 4 quarters. The position peaked at $8.77M in Q3 2017. 381 funds tracked by Wall St. Rank hold IGIB as of Q4 2018.

Matthew Goff Investment Advisor reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Matthew Goff Investment Advisor sold 148,245 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $7.88M.
Matthew Goff Investment Advisor first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 4 quarters.
Matthew Goff Investment Advisor's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $8.77M in Q3 2017.
381 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Matthew Goff Investment Advisor's 13F filing for Q4 2018, filed 12 Feb 2019.