MOS
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MGO One Seven’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

MGO One Seven’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.19M Buy
47,043
+1,136
+2% +$125K 0.09% 258
2026
Q1 		$5.07M Buy
45,907
+4,903
+12% +$541K 0.1% 234
2025
Q4 		$4.52M Buy
41,004
+560
+1% +$61.7K 0.09% 255
2025
Q3 		$4.47M Buy
40,444
+574
+1% +$63.3K 0.1% 222
2025
Q2 		$4.4M Buy
39,870
+6,435
+19% +$710K 0.14% 156
2025
Q1 		$3.69M Buy
33,435
+434
+1% +$47.9K 0.14% 153
2024
Q4 		$3.63M Buy
33,001
+1,117
+4% +$123K 0.14% 164
2024
Q3 		$3.53M Sell
31,884
-83
-0.3% -$9.16K 0.15% 151
2024
Q2 		$3.53M Buy
31,967
+863
+3% +$95.2K 0.17% 133
2024
Q1 		$3.44M Sell
31,104
-2,142
-6% -$236K 0.18% 137
2023
Q4 		$3.66M Sell
33,246
-779
-2% -$85.9K 0.21% 114
2023
Q3 		$3.76M Buy
34,025
+24,753
+267% +$2.73M 0.29% 83
2023
Q2 		$1.02M Sell
9,272
-105
-1% -$11.6K 0.09% 238
2023
Q1 		$1.04M Buy
9,377
+4,612
+97% +$508K 0.07% 291
2022
Q4 		$524K Sell
4,765
-1,484
-24% -$163K 0.05% 372
2022
Q3 		$757K Sell
6,249
-18,341
-75% -$2.02M 0.03% 295
2022
Q2 		$2.71M Buy
24,590
+6,691
+37% +$737K 0.37% 60
2022
Q1 		$1.97M Buy
17,899
+10,340
+137% +$1.14M 0.21% 121
2021
Q4 		$835K Buy
+7,559
New +$835K 0.09% 256

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MGO One Seven increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.5% in Q2 2026, buying an estimated $125K and bringing the position to 47,043 shares worth $5.19M. The position accounts for 0.09% of the portfolio, ranked #258.

MGO One Seven first reported a position in SHV in Q4 2021 and has held it in 19 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • MGO One Seven held 47,043 shares of iShares 0-1 Year Treasury Bond ETF worth $5.19M as of Q2 2026.
  • MGO One Seven bought 1,136 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $125K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.09% of MGO One Seven's portfolio in Q2 2026, its #258 holding.
  • MGO One Seven first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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