MGO One Seven’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

MGO One Seven’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-14,259	Closed	-$358K	–	948
2025 Q2	$359K	Sell	14,259 -18	-0.1%	-$452	0.01%	854
2025 Q1	$359K	Buy	+14,277	New	+$359K	0.01%	747
2024 Q4	–	Hold	0	–	–	–	910
2024 Q3	–	Sell	-10,032	Closed	-$250K	–	841
2024 Q2	$249K	Sell	10,032 -984	-9%	-$24.4K	0.01%	841
2024 Q1	$273K	Buy	11,016 +1,658	+18%	+$41.1K	0.01%	758
2023 Q4	$232K	Buy	+9,358	New	+$229K	0.01%	794

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

MGO One Seven's IBDQ Position: Q3 2025 in Review

MGO One Seven sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 14,259 shares — an estimated $358K sold.

MGO One Seven first reported a position in IBDQ in Q4 2023 and held it in 5 quarters. The position peaked at $359K in Q1 2025. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

MGO One Seven reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
MGO One Seven sold 14,259 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $358K.
MGO One Seven first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 5 quarters.
MGO One Seven's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $359K in Q1 2025.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on MGO One Seven's 13F filing for Q3 2025, filed 24 Oct 2025.