MGO One Seven’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.8M	Sell	186,665 -12,424	-6%	-$1.25M	0.31%	65
2026 Q1	$20M	Buy	199,089 +3,217	+2%	+$323K	0.4%	42
2025 Q4	$19.7M	Buy	195,872 +7,275	+4%	+$731K	0.4%	40
2025 Q3	$19M	Buy	188,597 +4,282	+2%	+$431K	0.44%	40
2025 Q2	$18.6M	Sell	184,315 -60,484	-25%	-$6.08M	0.6%	21
2025 Q1	$24.6M	Buy	244,799 +107,272	+78%	+$10.8M	0.96%	10
2024 Q4	$13.8M	Buy	137,527 +35,250	+34%	+$3.54M	0.53%	31
2024 Q3	$10.3M	Sell	102,277 -30,357	-23%	-$3.05M	0.45%	43
2024 Q2	$13.4M	Buy	132,634 +36,229	+38%	+$3.64M	0.63%	23
2024 Q1	$9.71M	Buy	96,405 +18,935	+24%	+$1.9M	0.5%	36
2023 Q4	$7.77M	Buy	77,470 +22,481	+41%	+$2.26M	0.45%	49
2023 Q3	$5.54M	Buy	54,989 +16,812	+44%	+$1.69M	0.43%	56
2023 Q2	$3.84M	Sell	38,177 -4,365	-10%	-$438K	0.35%	59
2023 Q1	$4.28M	Sell	42,542 -252	-0.6%	-$25.3K	0.27%	100
2022 Q4	$4.29M	Buy	+42,794	New	+$4.29M	0.43%	47

Other funds holding SGOV

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

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MGO One Seven reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.2% in Q2 2026, selling an estimated $1.25M and leaving 186,665 shares worth $18.8M. The position accounts for 0.31% of the portfolio, ranked #65.

MGO One Seven first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $24.6M in Q1 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

MGO One Seven held 186,665 shares of iShares 0-3 Month Treasury Bond ETF worth $18.8M as of Q2 2026.
MGO One Seven sold 12,424 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.25M.
iShares 0-3 Month Treasury Bond ETF made up 0.31% of MGO One Seven's portfolio in Q2 2026, its #65 holding.
MGO One Seven first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
MGO One Seven's iShares 0-3 Month Treasury Bond ETF position peaked at $24.6M in Q1 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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