MOS
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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
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 0.03% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return