MOS
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MGO One Seven’s iShares TIPS Bond ETF TIP Stock Holding History

MGO One Seven’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.05M Buy
36,968
+3,182
+9% +$352K 0.07% 323
2026
Q1 		$3.73M Buy
33,786
+5,224
+18% +$578K 0.07% 305
2025
Q4 		$3.14M Buy
28,562
+9,624
+51% +$1.07M 0.06% 327
2025
Q3 		$2.11M Buy
18,938
+439
+2% +$48.5K 0.05% 385
2025
Q2 		$2.04M Sell
18,499
-848
-4% -$92.5K 0.07% 318
2025
Q1 		$2.15M Buy
19,347
+628
+3% +$68.2K 0.08% 264
2024
Q4 		$1.99M Sell
18,719
-14,123
-43% -$1.53M 0.08% 279
2024
Q3 		$3.63M Buy
32,842
+2,428
+8% +$264K 0.16% 144
2024
Q2 		$3.25M Sell
30,414
-70,591
-70% -$7.51M 0.15% 145
2024
Q1 		$10.8M Sell
101,005
-1,892
-2% -$202K 0.56% 30
2023
Q4 		$11.1M Sell
102,897
-871
-0.8% -$91.1K 0.63% 24
2023
Q3 		$10.8M Buy
103,768
+43,699
+73% +$4.62M 0.83% 16
2023
Q2 		$6.46M Sell
60,069
-43,311
-42% -$4.72M 0.59% 30
2023
Q1 		$11.4M Sell
103,380
-3,108
-3% -$336K 0.72% 21
2022
Q4 		$11.3M Sell
106,488
-41,587
-28% -$4.44M 1.13% 10
2022
Q3 		$78.9M Buy
148,075
+141,918
+2,305% +$16.1M 3.06% 5
2022
Q2 		$701K Sell
6,157
-12,323
-67% -$1.46M 0.1% 236
2022
Q1 		$2.3M Buy
18,480
+5,753
+45% +$724K 0.25% 107
2021
Q4 		$1.64M Sell
12,727
-751
-6% -$96.8K 0.17% 150
2021
Q3 		$1.73M Buy
13,478
+3,755
+39% +$484K 0.22% 118
2021
Q2 		$1.25M Sell
9,723
-1,136
-10% -$144K 0.17% 153
2021
Q1 		$1.36M Buy
10,859
+6,983
+180% +$884K 0.23% 110
2020
Q4 		$495K Buy
3,876
+822
+27% +$104K 0.1% 260
2020
Q3 		$386K Sell
3,054
-705
-19% -$88.6K 0.09% 290
2020
Q2 		$462K Buy
3,759
+1,113
+42% +$135K 0.12% 235
2020
Q1 		$312K Buy
2,646
+842
+47% +$99.2K 0.11% 262
2019
Q4 		$210K Buy
+1,804
New +$210K 0.05% 402
2019
Q1 		– Sell
-71
Closed -$7K – 1519
2018
Q4 		$7K Buy
+71
New +$7.75K ﹤0.01% 1272
2018
Q1 		$53K Buy
469
+87
+23% +$9.79K 0.02% 598
2017
Q4 		$44K Buy
+382
New +$43.4K 0.02% 649

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MGO One Seven increased its iShares TIPS Bond ETF (TIP) stake by 9.4% in Q2 2026, buying an estimated $352K and bringing the position to 36,968 shares worth $4.05M. The position accounts for 0.07% of the portfolio, ranked #323.

MGO One Seven first reported a position in TIP in Q4 2017 and has held it in 30 quarters since. The position peaked at $78.9M in Q3 2022. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • MGO One Seven held 36,968 shares of iShares TIPS Bond ETF worth $4.05M as of Q2 2026.
  • MGO One Seven bought 3,182 iShares TIPS Bond ETF shares in Q2 2026, an estimated $352K.
  • iShares TIPS Bond ETF made up 0.07% of MGO One Seven's portfolio in Q2 2026, its #323 holding.
  • MGO One Seven first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 30 quarters since.
  • MGO One Seven's iShares TIPS Bond ETF position peaked at $78.9M in Q3 2022.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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