MGO One Seven
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
Q3 		$1.95M Buy
39,133
+10,864
+38% +$547K 0.03% 493
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

Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Alexander Randolph Advisory
Alexander Randolph Advisory Mclean, Virginia $125M AUM 20.68% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

MGO One Seven's NEAR Position: Q3 2026 in Review

MGO One Seven increased its iShares Short Maturity Bond ETF (NEAR) stake by 38% in Q3 2026, buying an estimated $547K and bringing the position to 39,133 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #493.

MGO One Seven first reported a position in NEAR in Q4 2017 and has held it in 7 quarters since. 254 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • MGO One Seven held 39,133 shares of iShares Short Maturity Bond ETF worth $1.95M as of Q3 2026.
  • MGO One Seven bought 10,864 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $547K.
  • iShares Short Maturity Bond ETF made up 0.03% of MGO One Seven's portfolio in Q3 2026, its #493 holding.
  • MGO One Seven first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and has held it in 7 quarters since.
  • 254 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.