MGO One Seven’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-34,323	Closed	-$830K	–	803
2026 Q1	$832K	Buy	34,323 +867	+3%	+$21K	0.02%	730
2025 Q4	$812K	Buy	+33,456	New	+$813K	0.02%	697
2025 Q3	–	Sell	-24,117	Closed	-$585K	–	838
2025 Q2	$585K	Buy	24,117 +1,406	+6%	+$33.9K	0.02%	671
2025 Q1	$549K	Buy	+22,711	New	+$546K	0.02%	597
2024 Q4	–	Hold	0	–	–	–	793
2024 Q3	–	Sell	-13,625	Closed	-$328K	–	727
2024 Q2	$323K	Buy	13,625 +835	+7%	+$19.7K	0.02%	733
2024 Q1	$304K	Buy	12,790 +1,830	+17%	+$43.6K	0.02%	719
2023 Q4	$262K	Buy	+10,960	New	+$256K	0.02%	744

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

MGO One Seven sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 34,323 shares — an estimated $830K sold.

MGO One Seven first reported a position in IBDS in Q4 2023 and held it in 7 quarters. The position peaked at $832K in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

MGO One Seven reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
MGO One Seven sold 34,323 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $830K.
MGO One Seven first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and held it in 7 quarters.
MGO One Seven's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $832K in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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