MOS
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MGO One Seven’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

MGO One Seven’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.3M Buy
871,594
+39,204
+5% +$1.83M 0.81% 17
2025
Q4 		$38.7M Buy
832,390
+291,281
+54% +$13.6M 0.79% 18
2025
Q3 		$25.3M Buy
541,109
+385,699
+248% +$17.8M 0.58% 23
2025
Q2 		$7.18M Buy
155,410
+139,693
+889% +$6.37M 0.23% 103
2025
Q1 		$724K Sell
15,717
-1,493
-9% -$68K 0.03% 526
2024
Q4 		$778K Sell
17,210
-85,379
-83% -$3.92M 0.03% 498
2024
Q3 		$4.83M Buy
102,589
+78,089
+319% +$3.62M 0.21% 116
2024
Q2 		$1.11M Buy
24,500
+7,530
+44% +$339K 0.05% 353
2024
Q1 		$774K Buy
16,970
+5,519
+48% +$251K 0.04% 408
2023
Q4 		$528K Buy
11,451
+1,358
+13% +$60K 0.03% 507
2023
Q3 		$441K Sell
10,093
-3,055
-23% -$137K 0.03% 485
2023
Q2 		$598K Sell
13,148
-394,850
-97% -$18.1M 0.05% 368
2023
Q1 		$18.8M Buy
+407,998
New +$18.7M 1.2% 9
2022
Q2 		– Sell
-5,408
Closed -$268K – 682
2022
Q1 		$268K Buy
5,408
+715
+15% +$36.4K 0.03% 536
2021
Q4 		$248K Sell
4,693
-6
-0.1% -$318 0.03% 556
2021
Q3 		$250K Buy
+4,699
New +$252K 0.03% 501

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MGO One Seven's IUSB Position: Q1 2026 in Review

MGO One Seven increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4.7% in Q1 2026, buying an estimated $1.83M and bringing the position to 871,594 shares worth $40.3M. The position accounts for 0.81% of the portfolio, ranked #17.

MGO One Seven first reported a position in IUSB in Q3 2021 and has held it in 16 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • MGO One Seven held 871,594 shares of iShares Core Universal USD Bond ETF worth $40.3M as of Q1 2026.
  • MGO One Seven bought 39,204 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.83M.
  • iShares Core Universal USD Bond ETF made up 0.81% of MGO One Seven's portfolio in Q1 2026, its #17 holding.
  • MGO One Seven first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and has held it in 16 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.