MOS
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MGO One Seven’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

MGO One Seven’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$855K Sell
7,284
-126
-2% -$14.8K 0.01% 780
2026
Q1 		$879K Buy
7,410
+490
+7% +$58.4K 0.02% 705
2025
Q4 		$826K Sell
6,920
-14,897
-68% -$1.78M 0.02% 692
2025
Q3 		$2.61M Buy
21,817
+1,588
+8% +$189K 0.06% 330
2025
Q2 		$2.41M Sell
20,229
-698
-3% -$82.3K 0.08% 279
2025
Q1 		$2.47M Sell
20,927
-16,632
-44% -$1.94M 0.1% 229
2024
Q4 		$4.34M Buy
37,559
+17,864
+91% +$2.09M 0.17% 138
2024
Q3 		$2.36M Sell
19,695
-5,261
-21% -$622K 0.1% 221
2024
Q2 		$2.88M Buy
24,956
+15,327
+159% +$1.76M 0.14% 174
2024
Q1 		$1.12M Sell
9,629
-3,148
-25% -$365K 0.06% 319
2023
Q4 		$1.5M Buy
12,777
+1,752
+16% +$200K 0.09% 250
2023
Q3 		$1.25M Sell
11,025
-4,874
-31% -$557K 0.1% 229
2023
Q2 		$1.83M Buy
15,899
+1,584
+11% +$186K 0.17% 155
2023
Q1 		$1.68M Buy
14,315
+10,247
+252% +$1.19M 0.11% 214
2022
Q4 		$467K Buy
+4,068
New +$466K 0.05% 418
2021
Q3 		– Sell
-2,661
Closed -$347K – 621
2021
Q2 		$347K Buy
2,661
+717
+37% +$93.6K 0.05% 413
2021
Q1 		$252K Buy
1,944
+430
+28% +$56.6K 0.04% 454
2020
Q4 		$201K Buy
+1,514
New +$201K 0.04% 455

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MGO One Seven reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.7% in Q2 2026, selling an estimated $14.8K and leaving 7,284 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #780.

MGO One Seven first reported a position in IEI in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.34M in Q4 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • MGO One Seven held 7,284 shares of iShares 3-7 Year Treasury Bond ETF worth $855K as of Q2 2026.
  • MGO One Seven sold 126 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.8K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #780 holding.
  • MGO One Seven first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • MGO One Seven's iShares 3-7 Year Treasury Bond ETF position peaked at $4.34M in Q4 2024.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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