Number of Shares
909,462.00
Current Holdings Value*
$22.87 Mil
% of Portfolio
4.22%
Total Estimate Gain
$-12,736.12
% of Total Estimate Gain
-0.05%

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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