MOS
IBDM

MGO One Seven’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

MGO One Seven’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-519
Closed -$12K – 1978
2018
Q4 		$12K Buy
+519
New +$12.6K 0.01% 1101
2018
Q1 		$12K Buy
+508
New +$12.5K 0.01% 1055

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

MGO One Seven's IBDM Position: Q1 2019 in Review

MGO One Seven sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2019, closing a stake of 519 shares — an estimated $12K sold.

MGO One Seven first reported a position in IBDM in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q4 2018. 149 funds tracked by Wall St. Rank hold IBDM as of Q1 2019.

  • MGO One Seven reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
  • MGO One Seven sold 519 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2019, an estimated $12K.
  • MGO One Seven first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and held it in 2 quarters.
  • MGO One Seven's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $12K in Q4 2018.
  • 149 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.