MGO One Seven’s iShares Short Maturity Bond ETF NEAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Buy	28,269 +13,029	+85%	+$661K	0.02%	611
2026 Q1	$775K	Buy	15,240 +8,359	+121%	+$427K	0.02%	754
2025 Q4	$352K	Buy	+6,881	New	+$352K	0.01%	1045
2019 Q1	–	Sell	-2,901	Closed	-$144K	–	1193
2018 Q4	$144K	Buy	+2,901	New	+$145K	0.06%	354
2018 Q1	$106K	Buy	2,106 +1,663	+375%	+$83.4K	0.05%	423
2017 Q4	$22K	Buy	+443	New	+$22.2K	0.01%	840

Other funds holding NEAR

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

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

MGO One Seven increased its iShares Short Maturity Bond ETF (NEAR) stake by 85% in Q2 2026, buying an estimated $661K and bringing the position to 28,269 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #611.

MGO One Seven first reported a position in NEAR in Q4 2017 and has held it in 6 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

MGO One Seven held 28,269 shares of iShares Short Maturity Bond ETF worth $1.43M as of Q2 2026.
MGO One Seven bought 13,029 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $661K.
iShares Short Maturity Bond ETF made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #611 holding.
MGO One Seven first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and has held it in 6 quarters since.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

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