MGO One Seven’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

MGO One Seven’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.64M	Buy	38,527 +2,104	+6%	+$199K	0.06%	346
2026 Q1	$3.48M	Sell	36,423 -2,287	-6%	-$220K	0.07%	321
2025 Q4	$3.72M	Sell	38,710 -32,503	-46%	-$3.15M	0.08%	294
2025 Q3	$6.87M	Buy	71,213 +28,729	+68%	+$2.75M	0.16%	148
2025 Q2	$4.07M	Sell	42,484 -1,369	-3%	-$129K	0.13%	174
2025 Q1	$4.18M	Buy	43,853 +1,076	+3%	+$101K	0.16%	136
2024 Q4	$3.95M	Sell	42,777 -2,946	-6%	-$278K	0.15%	150
2024 Q3	$4.49M	Buy	45,723 +3,476	+8%	+$336K	0.19%	121
2024 Q2	$3.96M	Buy	42,247 +26,011	+160%	+$2.42M	0.19%	124
2024 Q1	$1.54M	Sell	16,236 -4,100	-20%	-$389K	0.08%	256
2023 Q4	$1.96M	Buy	20,336 +340	+2%	+$31.4K	0.11%	204
2023 Q3	$1.83M	Sell	19,996 -4,279	-18%	-$404K	0.14%	168
2023 Q2	$2.34M	Sell	24,275 -1,060	-4%	-$104K	0.21%	113
2023 Q1	$2.51M	Buy	25,335 +19,573	+340%	+$1.91M	0.16%	160
2022 Q4	$552K	Buy	5,762 +3,798	+193%	+$365K	0.06%	359
2022 Q3	$243	Buy	+1,964	New	+$199K	0.01%	599
2022 Q2	–	Sell	-2,273	Closed	-$244K	–	677
2022 Q1	$244K	Buy	+2,273	New	+$252K	0.03%	560
2021 Q3	–	Sell	-2,312	Closed	-$267K	–	620
2021 Q2	$267K	Sell	2,312 -372	-14%	-$42.6K	0.04%	483
2021 Q1	$303K	Buy	+2,684	New	+$313K	0.05%	413
2020 Q4	–	Sell	-3,026	Closed	-$369K	–	510
2020 Q3	$369K	Sell	3,026 -936	-24%	-$114K	0.09%	303
2020 Q2	$483K	Buy	+3,962	New	+$481K	0.13%	223
2019 Q1	–	Sell	-604	Closed	-$62K	–	975
2018 Q4	$62K	Buy	+604	New	+$61.2K	0.03%	578
2018 Q1	$56K	Sell	543 -41	-7%	-$4.22K	0.03%	583
2017 Q4	$62K	Buy	+584	New	+$61.9K	0.03%	549

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

MGO One Seven increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.8% in Q2 2026, buying an estimated $199K and bringing the position to 38,527 shares worth $3.64M. The position accounts for 0.06% of the portfolio, ranked #346.

MGO One Seven first reported a position in IEF in Q4 2017 and has held it in 24 quarters since. The position peaked at $6.87M in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

MGO One Seven held 38,527 shares of iShares 7-10 Year Treasury Bond ETF worth $3.64M as of Q2 2026.
MGO One Seven bought 2,104 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $199K.
iShares 7-10 Year Treasury Bond ETF made up 0.06% of MGO One Seven's portfolio in Q2 2026, its #346 holding.
MGO One Seven first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 24 quarters since.
MGO One Seven's iShares 7-10 Year Treasury Bond ETF position peaked at $6.87M in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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