IBDT — ISHARES TR

Ownership history in Matthew Goff Investment Advisor, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Matthew Goff Investment Advisor, LLC reported a position in ISHARES TR (IBDT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.77% (2022 Q2)
Avg. % of fund
1.08%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 142,349 -688 -0.5% 0.62% $3.6M $24.95
2025 Q2 REDUCED 143,037 -5,920 -4.0% 0.67% $3.6M $24.57
2025 Q1 REDUCED 148,957 -4,502 -2.9% 0.69% $3.8M $24.13
2024 Q4 ADDED 153,459 +16,720 +12.2% 0.71% $3.8M $23.61
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDT price (monthly, adj. close)

Other funds also holding IBDT

As of 2025 Q4 — sorted by position size

Gratus Wealth Advisors, LLC 4.59% EIGHT 31 FINANCIAL, LLC 4.48% Peloton Wealth Strategists 3Y 7Y 3.85% ARCADIA INVESTMENT ADVISORS LLC 3.83% PFG Private Wealth Management, LLC 3Y 3.56% Windsor Capital Management, LLC 3Y 7Y 3.39% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 3.01% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.98% Winthrop Partners - WNY, LLC 3Y 7Y 2.67% Summit Asset Management, LLC 3Y 7Y 2.62%
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