MOS
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MGO One Seven’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

MGO One Seven’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.6M Buy
102,602
+3,775
+4% +$389K 0.21% 106
2025
Q4 		$10.1M Buy
98,827
+34,753
+54% +$3.58M 0.21% 107
2025
Q3 		$6.62M Buy
64,074
+12,082
+23% +$1.25M 0.15% 153
2025
Q2 		$5.35M Buy
51,992
+3,117
+6% +$320K 0.17% 126
2025
Q1 		$5.06M Buy
48,875
+4,738
+11% +$483K 0.2% 115
2024
Q4 		$4.44M Buy
44,137
+17,073
+63% +$1.72M 0.17% 130
2024
Q3 		$2.74M Sell
27,064
-15,551
-36% -$1.56M 0.12% 196
2024
Q2 		$4.24M Buy
42,615
+6,274
+17% +$622K 0.2% 120
2024
Q1 		$3.61M Buy
36,341
+17,860
+97% +$1.76M 0.19% 133
2023
Q4 		$1.82M Sell
18,481
-21,987
-54% -$2.14M 0.1% 218
2023
Q3 		$3.92M Sell
40,468
-10,954
-21% -$1.06M 0.3% 78
2023
Q2 		$5.02M Sell
51,422
-6,065
-11% -$597K 0.46% 46
2023
Q1 		$5.7M Sell
57,487
-3,232
-5% -$316K 0.36% 61
2022
Q4 		$5.89M Sell
60,719
-5,601
-8% -$544K 0.59% 32
2022
Q3 		$6.37K Buy
66,320
+3,569
+6% +$357K 0.25% 61
2022
Q2 		$6.37M Buy
62,751
+6,877
+12% +$710K 0.88% 15
2022
Q1 		$5.86M Buy
55,874
+20,011
+56% +$2.11M 0.63% 25
2021
Q4 		$3.8M Sell
35,863
-2,109
-6% -$223K 0.39% 53
2021
Q3 		$4.03M Buy
37,972
+13,856
+57% +$1.47M 0.51% 39
2021
Q2 		$2.56M Buy
24,116
+701
+3% +$74.4K 0.36% 62
2021
Q1 		$2.48M Buy
23,415
+2,265
+11% +$238K 0.42% 48
2020
Q4 		$2.21M Sell
21,150
-4,200
-17% -$436K 0.46% 47
2020
Q3 		$2.64M Buy
25,350
+14,650
+137% +$1.52M 0.63% 31
2020
Q2 		$1.1M Buy
10,700
+800
+8% +$81.2K 0.28% 90
2020
Q1 		$989K Sell
9,900
-950
-9% -$95.5K 0.34% 76
2019
Q4 		$1.09M Buy
10,850
+4,700
+76% +$471K 0.29% 94
2019
Q3 		$616K Buy
+6,150
New +$616K 0.18% 153

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MGO One Seven increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.8% in Q1 2026, buying an estimated $389K and bringing the position to 102,602 shares worth $10.6M. The position accounts for 0.21% of the portfolio, ranked #106.

MGO One Seven first reported a position in STIP in Q3 2019 and has held it in 27 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • MGO One Seven held 102,602 shares of iShares 0-5 Year TIPS Bond ETF worth $10.6M as of Q1 2026.
  • MGO One Seven bought 3,775 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $389K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.21% of MGO One Seven's portfolio in Q1 2026, its #106 holding.
  • MGO One Seven first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

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