MGO One Seven’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-41,429	Closed	-$1M	–	759
2026 Q1	$1M	Sell	41,429 -1,982	-5%	-$48K	0.02%	659
2025 Q4	$1.05M	Buy	+43,411	New	+$1.05M	0.02%	627
2025 Q3	–	Sell	-27,569	Closed	-$668K	–	782
2025 Q2	$669K	Buy	27,569 +1,028	+4%	+$24.8K	0.02%	618
2025 Q1	$643K	Buy	+26,541	New	+$640K	0.02%	558
2024 Q4	–	Hold	0	–	–	–	644
2024 Q3	–	Sell	-18,659	Closed	-$449K	–	615
2024 Q2	$444K	Sell	18,659 -961	-5%	-$22.8K	0.02%	601
2024 Q1	$468K	Buy	19,620 +3,872	+25%	+$92.3K	0.02%	538
2023 Q4	$376K	Buy	+15,748	New	+$370K	0.02%	634

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

MGO One Seven's IBDR Position: Q2 2026 in Review

MGO One Seven sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 41,429 shares — an estimated $1M sold.

MGO One Seven first reported a position in IBDR in Q4 2023 and held it in 7 quarters. The position peaked at $1.05M in Q4 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

MGO One Seven reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
MGO One Seven sold 41,429 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $1M.
MGO One Seven first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and held it in 7 quarters.
MGO One Seven's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.05M in Q4 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.