MOS
IBDV icon

MGO One Seven’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

MGO One Seven’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,050
Closed -$243K – 1363
2025
Q2 		$243K Buy
11,050
+1,540
+16% +$33.4K 0.01% 1041
2025
Q1 		$207K Buy
+9,510
New +$204K 0.01% 1018

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MGO One Seven's IBDV Position: Q3 2025 in Review

MGO One Seven sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q3 2025, closing a stake of 11,050 shares — an estimated $243K sold.

MGO One Seven first reported a position in IBDV in Q1 2025 and held it in 2 quarters. The position peaked at $243K in Q2 2025. 269 funds tracked by Wall St. Rank hold IBDV as of Q3 2025.

  • MGO One Seven reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • MGO One Seven sold 11,050 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2025, an estimated $243K.
  • MGO One Seven first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and held it in 2 quarters.
  • MGO One Seven's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $243K in Q2 2025.
  • 269 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2025.

Based on MGO One Seven's 13F filing for Q3 2025, filed 24 Oct 2025.