MOS
NEAR icon

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

MGO One Seven increased its iShares Short Maturity Bond ETF (NEAR) stake by 121% in Q1 2026, buying an estimated $427K and bringing the position to 15,240 shares worth $775K. The position accounts for 0.02% of the portfolio, ranked #754.

MGO One Seven first reported a position in NEAR in Q4 2017 and has held it in 5 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • MGO One Seven held 15,240 shares of iShares Short Maturity Bond ETF worth $775K as of Q1 2026.
  • MGO One Seven bought 8,359 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $427K.
  • iShares Short Maturity Bond ETF made up 0.02% of MGO One Seven's portfolio in Q1 2026, its #754 holding.
  • MGO One Seven first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and has held it in 5 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

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