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MGO One Seven’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

MGO One Seven’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,372
Closed -$288K – 1577
2026
Q1 		$288K Buy
12,372
+899
+8% +$21K 0.01% 1150
2025
Q4 		$269K Buy
11,473
+73
+0.6% +$1.71K 0.01% 1156
2025
Q3 		$268K Sell
11,400
-5,076
-31% -$119K 0.01% 1092
2025
Q2 		$384K Buy
16,476
+1,449
+10% +$33.4K 0.01% 821
2025
Q1 		$348K Buy
+15,027
New +$345K 0.01% 757

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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

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

MGO One Seven sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 12,372 shares — an estimated $288K sold.

MGO One Seven first reported a position in IBDU in Q1 2025 and held it in 5 quarters. The position peaked at $384K in Q2 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • MGO One Seven reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • MGO One Seven sold 12,372 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $288K.
  • MGO One Seven first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and held it in 5 quarters.
  • MGO One Seven's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $384K in Q2 2025.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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