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Matthew Goff Investment Advisor Liquidates $9 Million Position in Invesco 2026 Bond ETF

Apr 17, 2026 15:06 UTC
BSCQ
Short term

The firm has fully exited its stake in the Invesco BulletShares 2026 Corporate Bond ETF to pursue higher-yield opportunities. The move comes as the fund approaches its maturity date.

  • Sold 461,925 shares of BSCQ
  • Total transaction value estimated at $9.04 million
  • Position previously represented 1.6% of AUM
  • Strategic shift from investment-grade to high-yield bonds
  • Fund duration decreased to approximately 0.3 years

Matthew Goff Investment Advisor has fully divested its holdings in the Invesco BulletShares 2026 Corporate Bond ETF (BSCQ), according to a recent SEC filing. The firm sold 461,925 shares during the first quarter, resulting in a total exit valued at approximately $9.04 million based on quarterly average pricing. The liquidation represents a tactical repositioning of the fund's fixed-income allocation. As the BSCQ ETF approaches its defined maturity in late 2026, its effective duration has dropped to approximately 0.3 years, effectively transitioning the asset toward a cash-like position with limited growth potential. Prior to the sale, the position accounted for 1.6% of the advisor's total assets under management. This allocation was significantly smaller than the firm's core equity concentrations, such as its holdings in Berkshire Hathaway at 7.2% and Microsoft at 7.0%, making the exit a routine part of portfolio management. The divestment is paired with a simultaneous increase in a high-yield version of the 2026 ETF. With yields for the investment-grade BSCQ hovering around 4.1%, the shift suggests the advisor is prioritizing income generation over simple capital preservation as the original fund rolls down to cash.

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