MOS
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MGO One Seven’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

MGO One Seven’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,287
Closed -$259K – 1364
2025
Q2 		$259K Buy
12,287
+1,633
+15% +$33.7K 0.01% 1010
2025
Q1 		$221K Buy
+10,654
New +$219K 0.01% 981

Other funds holding IBDW

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MGO One Seven sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q3 2025, closing a stake of 12,287 shares — an estimated $259K sold.

MGO One Seven first reported a position in IBDW in Q1 2025 and held it in 2 quarters. The position peaked at $259K in Q2 2025. 233 funds tracked by Wall St. Rank hold IBDW as of Q3 2025.

  • MGO One Seven reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • MGO One Seven sold 12,287 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2025, an estimated $259K.
  • MGO One Seven first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and held it in 2 quarters.
  • MGO One Seven's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $259K in Q2 2025.
  • 233 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2025.

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