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MGO One Seven’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

MGO One Seven’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.73M Buy
75,363
+26
+0% +$595 0.03% 540
2026
Q1 		$1.73M Buy
75,337
+7,101
+10% +$163K 0.03% 494
2025
Q4 		$1.56M Buy
68,236
+58,760
+620% +$1.35M 0.03% 503
2025
Q3 		$217K Buy
+9,476
New +$217K 0.01% 1212

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

MGO One Seven increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.03% in Q2 2026, buying an estimated $595 and bringing the position to 75,363 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #540.

MGO One Seven first reported a position in IBTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.73M in Q1 2026. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • MGO One Seven held 75,363 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.73M as of Q2 2026.
  • MGO One Seven bought 26 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $595.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.03% of MGO One Seven's portfolio in Q2 2026, its #540 holding.
  • MGO One Seven first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • MGO One Seven's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.73M in Q1 2026.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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