Matthew Goff Investment Advisor, LLC IBDU — ISHARES TR

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

AI Ownership Summary

Matthew Goff Investment Advisor, LLC reported ISHARES TR (IBDU) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.74% in 2023 Q4. The latest visible filing shows IBDU at 0.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Matthew Goff Investment Advisor, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IBDU was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBDU stock page Matthew Goff Investment Advisor, LLC fund profile Matthew Goff Investment Advisor, LLC full holdings
How Matthew Goff Investment Advisor, LLC held IBDU — position size vs. price
% of Fund (quarterly)    IBDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 130,049 -875 -0.7% 0.52% $3.1M 2025-10-15 $22.79
2025 Q2 REDUCED 5.1% +1.8% ❌ 130,924 -7,080 -5.1% 0.56% $3.1M 2025-07-11 $22.22
2025 Q1 REDUCED — — — 138,004 -3,588 -2.5% 0.59% $3.2M 2025-04-21 $21.71
2024 Q4 REDUCED — — — 141,592 -881 -0.6% 0.60% $3.2M 2025-01-21 $21.40
2024 Q3 REDUCED — — — 142,473 -44 -0.0% 0.64% $3.3M 2024-10-17 $21.49
2024 Q2 REDUCED — — — 142,517 -2,075 -1.4% 0.66% $3.2M 2024-07-22 $20.91
2024 Q1 REDUCED — — — 144,592 -457 -0.3% 0.67% $3.3M 2024-04-11 $20.23
2023 Q4 REDUCED 29.4% -0.8% ✅ 145,049 -60,352 -29.4% 0.74% $3.3M 2024-01-09 $20.45
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBDU

As of 2026 Q1 — sorted by position size

ES4, LLC 6.8% SHUFRO ROSE & CO LLC 3Y 7Y 6.29% Seven Springs Wealth Group, LLC 3Y 6.26% THREADGILL FINANCIAL, LLC 3Y 6.24% Gratus Wealth Advisors, LLC 5.08% Ruggaard & Associates LLC 3Y 4.72% Peloton Wealth Strategists 3Y 7Y 3.7% Windsor Capital Management, LLC 3Y 7Y 3.56% ARCADIA INVESTMENT ADVISORS LLC 3.53% Sound View Wealth Advisors Group, LLC 3Y 2.79%

FAQ About Matthew Goff Investment Advisor, LLC and IBDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Matthew Goff Investment Advisor, LLC reported owning IBDU?

Matthew Goff Investment Advisor, LLC reported IBDU across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IBDU position in Matthew Goff Investment Advisor, LLC's portfolio?

The largest reported portfolio weight for IBDU was 0.74% in 2023 Q4.

What is the latest reported IBDU position on this page?

The most recent filing on this page is 2025 Q3, when Matthew Goff Investment Advisor, LLC reported 130,049 shares, equal to 0.52% of portfolio, with an estimated market value of $3.1M.

What does the chart on this IBDU ownership page compare?

The chart compares Matthew Goff Investment Advisor, LLC's quarterly IBDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Matthew Goff Investment Advisor, LLC time their IBDU position?

Based on 13F filing dates vs. subsequent IBDU price moves, Matthew Goff Investment Advisor, LLC correctly timed 5 out of 16 reported position changes (31%). The annualised alpha on IBDU relative to SPY over the holding period was -10.4%.

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