Matthew Goff Investment Advisor, LLC IBDQ Holdings History
Matthew Goff Investment Advisor, LLC's iShares iBonds Dec 2025 Term Corporate ETF Holding Summary
As of 2025-03-31, Matthew Goff Investment Advisor, LLC held 909,462.00 shares of iShares iBonds Dec 2025 Term Corporate ETF(IBDQ), totaling $22.87 Mil. This investment constitutes 4.22% of their stock portfolio, and Matthew Goff Investment Advisor, LLC now holds 0.72% of the outstanding iShares iBonds Dec 2025 Term Corporate ETF(IBDQ) stock.
The initial trade took place in 2021Q3. And since then Matthew Goff Investment Advisor, LLC has made 7 purchases of IBDQ, at an average price of $25.11, for a total of 1.05 Mil shares. In addition, there have been 6 sales at an average price of $24.75 for 145,292.00 shares. Based on historical transaction data and IBDQ's current price of $25.16, Matthew Goff Investment Advisor, LLC's estimated gain on his IBDQ holdings is $-12,736.12, reflecting a -0.05% gain to date.
Matthew Goff Investment Advisor, LLC IBDQ ($25.16) Holding Chart
Matthew Goff Investment Advisor, LLC IBDQ ($25.16) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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