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
Q2 		$11.1M Buy
108,246
+5,644
+6% +$582K 0.18% 130
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 		$6.37M 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 $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

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

MGO One Seven increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.5% in Q2 2026, buying an estimated $582K and bringing the position to 108,246 shares worth $11.1M. The position accounts for 0.18% of the portfolio, ranked #130.

MGO One Seven first reported a position in STIP in Q3 2019 and has held it in 28 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • MGO One Seven held 108,246 shares of iShares 0-5 Year TIPS Bond ETF worth $11.1M as of Q2 2026.
  • MGO One Seven bought 5,644 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $582K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.18% of MGO One Seven's portfolio in Q2 2026, its #130 holding.
  • MGO One Seven first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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