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
Q2 		$55.4M Buy
1,199,447
+327,853
+38% +$15.1M 0.91% 13
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 $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

MGO One Seven increased its iShares Core Universal USD Bond ETF (IUSB) stake by 38% in Q2 2026, buying an estimated $15.1M and bringing the position to 1,199,447 shares worth $55.4M. The position accounts for 0.91% of the portfolio, ranked #13.

MGO One Seven first reported a position in IUSB in Q3 2021 and has held it in 17 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • MGO One Seven held 1,199,447 shares of iShares Core Universal USD Bond ETF worth $55.4M as of Q2 2026.
  • MGO One Seven bought 327,853 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $15.1M.
  • iShares Core Universal USD Bond ETF made up 0.91% of MGO One Seven's portfolio in Q2 2026, its #13 holding.
  • MGO One Seven first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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