MGO Private Wealth
SHY icon

MGO Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

MGO Private Wealth’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$425K Buy
+5,233
New +$428K 2.14% 13
2023
Q4 		– Sell
-12,689
Closed -$1.03M – 76
2023
Q3 		$1.03M Buy
+12,689
New +$1.03M 0.77% 29

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MGO Private Wealth's SHY Position: Q3 2026 in Review

MGO Private Wealth opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026: 5,233 shares worth $425K. The stake represents 2.14% of the portfolio and ranks #13 among its holdings. This is a return to the name: MGO Private Wealth previously reported a position in SHY as recently as Q3 2023.

MGO Private Wealth first reported a position in SHY in Q3 2023 and has held it in 2 quarters since. The position peaked at $1.03M in Q3 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • MGO Private Wealth held 5,233 shares of iShares 1-3 Year Treasury Bond ETF worth $425K as of Q3 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new MGO Private Wealth position in Q3 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 2.14% of MGO Private Wealth's portfolio in Q3 2026, its #13 holding.
  • MGO Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • MGO Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $1.03M in Q3 2023.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on MGO Private Wealth's 13F filing for Q3 2026, filed 13 Nov 2026.