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Matthew Goff Investment Advisor’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,858
Closed -$202K – 98
2025
Q1 		$202K Sell
3,858
-251
-6% -$13K 0.04% 103
2024
Q4 		$212K Sell
4,109
-7
-0.2% -$364 0.04% 100
2024
Q3 		$217K Sell
4,116
-41
-1% -$2.13K 0.04% 99
2024
Q2 		$213K Sell
4,157
-18
-0.4% -$918 0.04% 95
2024
Q1 		$214K Buy
+4,175
New +$214K 0.04% 94
2023
Q4 		– Sell
-4,277
Closed -$213K – 92
2023
Q3 		$213K Sell
4,277
-592
-12% -$29.6K 0.05% 88
2023
Q2 		$244K Sell
4,869
-322
-6% -$16.2K 0.06% 87
2023
Q1 		$262K Sell
5,191
-8
-0.2% -$402 0.07% 83
2022
Q4 		$259K Sell
5,199
-4,981
-49% -$247K 0.07% 81
2022
Q3 		$502K Sell
10,180
-762
-7% -$38.5K 0.14% 60
2022
Q2 		$553K Buy
10,942
+989
+10% +$50.4K 0.15% 61
2022
Q1 		$515K Sell
9,953
-33,038
-77% -$1.74M 0.12% 60
2021
Q4 		$2.32M Sell
42,991
-61,265
-59% -$3.32M 0.53% 37
2021
Q3 		$5.7M Sell
104,256
-114,700
-52% -$6.28M 1.4% 25
2021
Q2 		$12M Sell
218,956
-21,980
-9% -$1.2M 3.05% 9
2021
Q1 		$13.2M Sell
240,936
-11,143
-4% -$612K 3.71% 4
2020
Q4 		$13.9M Sell
252,079
-9,568
-4% -$526K 4.14% 3
2020
Q3 		$14.4M Buy
261,647
+7,548
+3% +$415K 4.58% 3
2020
Q2 		$13.9M Buy
254,099
+15,716
+7% +$847K 4.56% 5
2020
Q1 		$12.5M Buy
238,383
+35,133
+17% +$1.87M 5.26% 5
2019
Q4 		$10.9M Buy
203,250
+98,317
+94% +$5.27M 4.04% 5
2019
Q3 		$5.63M Buy
104,933
+1,818
+2% +$97.3K 2.33% 18
2019
Q2 		$5.51M Buy
+103,115
New +$5.45M 2.36% 20
2018
Q1 		– Sell
-4,196
Closed -$219K – 75
2017
Q4 		$219K Buy
+4,196
New +$220K 0.09% 70

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Matthew Goff Investment Advisor's IGSB Position: Q2 2025 in Review

Matthew Goff Investment Advisor sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 3,858 shares — an estimated $202K sold.

Matthew Goff Investment Advisor first reported a position in IGSB in Q4 2017 and held it in 24 quarters. The position peaked at $14.4M in Q3 2020. 945 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

  • Matthew Goff Investment Advisor reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 3,858 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $202K.
  • Matthew Goff Investment Advisor first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 24 quarters.
  • Matthew Goff Investment Advisor's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $14.4M in Q3 2020.
  • 945 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2025, filed 11 Jul 2025.