MOS
IBDK

MGO One Seven’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

MGO One Seven’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$12K Buy
+505
New +$12.5K 0.01% 1056

Other funds holding IBDK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

MGO One Seven's IBDK Position: Q1 2018 in Review

MGO One Seven opened a new position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q1 2018: 505 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #1056 among its holdings.

98 funds tracked by Wall St. Rank hold IBDK as of Q1 2018.

  • MGO One Seven held 505 shares of iShares iBonds Dec 2019 Term Corporate ETF worth $12K as of Q1 2018.
  • iShares iBonds Dec 2019 Term Corporate ETF was a new MGO One Seven position in Q1 2018.
  • iShares iBonds Dec 2019 Term Corporate ETF made up 0.01% of MGO One Seven's portfolio in Q1 2018, its #1056 holding.
  • 98 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q1 2018.

Based on MGO One Seven's 13F filing for Q1 2018, filed 15 May 2018.