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MGO One Seven’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

MGO One Seven’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$253K Buy
9,818
+52
+0.5% +$1.34K ﹤0.01% 1355
2026
Q1 		$252K Buy
9,766
+42
+0.4% +$1.1K 0.01% 1225
2025
Q4 		$254K Sell
9,724
-725
-7% -$19K 0.01% 1184
2025
Q3 		$274K Sell
10,449
-4,595
-31% -$119K 0.01% 1079
2025
Q2 		$390K Buy
15,044
+1,342
+10% +$34K 0.01% 812
2025
Q1 		$350K Buy
13,702
+3,016
+28% +$76.3K 0.01% 754
2024
Q4 		$268K Buy
10,686
+243
+2% +$6.22K 0.01% 889
2024
Q3 		$276K Sell
10,443
-140
-1% -$3.63K 0.01% 798
2024
Q2 		$267K Buy
10,583
+44
+0.4% +$1.1K 0.01% 808
2024
Q1 		$269K Buy
+10,539
New +$268K 0.01% 761

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

MGO One Seven increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 0.53% in Q2 2026, buying an estimated $1.34K and bringing the position to 9,818 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

MGO One Seven first reported a position in IBDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $390K in Q2 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • MGO One Seven held 9,818 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $253K as of Q2 2026.
  • MGO One Seven bought 52 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $1.34K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of MGO One Seven's portfolio in Q2 2026, its #1355 holding.
  • MGO One Seven first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • MGO One Seven's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $390K in Q2 2025.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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