Matthew Goff Exits BulletShares 2026 as SNS Financial Cuts Holding

Overview

• Matthew Goff Investment Advisor disclosed in an SEC filing that it sold all 461,925 shares of the Invesco BulletShares 2026 Corporate Bond ETF, an estimated $9.04 million exit that took its position to zero.
• SNS Financial Group reported selling 300,590 shares, an estimated $5.88 million trade, and kept a remaining stake that now represents 2.53% of its reportable assets.
• The SNS filing showed its quarter‑end position value in the ETF fell by $5.95 million after the sale and price moves.
• Advisors often shift assets out of target‑maturity funds months before they close, and this ETF is scheduled to wind down in December 2026 and return principal as bonds mature.
• Matthew Goff increased a 2026 high‑yield BulletShares position last quarter, while the investment‑grade fund held about $4 billion in assets with a roughly 4.1% yield and a share price near $19.56 to $19.57.