Number of Shares
380,537.00
Current Holdings Value*
$16.42 Mil
% of Portfolio
3.04%
Total Estimate Gain
$-1.41 Mil
% of Total Estimate Gain
-5.02%

Matthew Goff Investment Advisor, LLC's iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary

As of 2025-06-30, Matthew Goff Investment Advisor, LLC held 380,537.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $16.42 Mil. This investment constitutes 3.04% of their stock portfolio, and Matthew Goff Investment Advisor, LLC now holds 0.25% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.

The initial trade took place in 2020Q4. And since then Matthew Goff Investment Advisor, LLC has made 13 purchases of SHYG, at an average price of $44.41, for a total of 630,969.00 shares. In addition, there have been 6 sales at an average price of $41.04 for 250,432.00 shares. Based on historical transaction data and SHYG's current price of $42.94, Matthew Goff Investment Advisor, LLC's estimated gain on his SHYG holdings is $-1.41 Mil, reflecting a -5.02% gain to date.

Matthew Goff Investment Advisor, LLC SHYG ($42.94) Holding Chart

Matthew Goff Investment Advisor, LLC SHYG ($42.94) 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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