MGO One Seven’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$598K	Sell	23,702 -2,028	-8%	-$51.2K	0.01%	893
2026 Q1	$652K	Buy	25,730 +457	+2%	+$11.6K	0.01%	811
2025 Q4	$643K	Buy	25,273 +10,388	+70%	+$265K	0.01%	787
2025 Q3	$380K	Sell	14,885 -4,638	-24%	-$118K	0.01%	920
2025 Q2	$496K	Buy	19,523 +1,327	+7%	+$33.4K	0.02%	731
2025 Q1	$460K	Buy	18,196 +7,129	+64%	+$179K	0.02%	653
2024 Q4	$276K	Buy	11,067 +336	+3%	+$8.44K	0.01%	874
2024 Q3	$274K	Buy	10,731 +151	+1%	+$3.81K	0.01%	803
2024 Q2	$262K	Buy	10,580 +49	+0.5%	+$1.21K	0.01%	818
2024 Q1	$262K	Buy	10,531 +32	+0.3%	+$796	0.01%	766
2023 Q4	$263K	Buy	+10,499	New	+$255K	0.02%	740

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

MGO One Seven reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 7.9% in Q2 2026, selling an estimated $51.2K and leaving 23,702 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #893.

MGO One Seven first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $652K in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

MGO One Seven held 23,702 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $598K as of Q2 2026.
MGO One Seven sold 2,028 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $51.2K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #893 holding.
MGO One Seven first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
MGO One Seven's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $652K in Q1 2026.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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