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McNaughton Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

McNaughton Wealth Management’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.03M Buy
308,636
+63,543
+26% +$1.45M 2.5% 11
2026
Q1 		$5.62M Buy
245,093
+218,524
+822% +$5.04M 2.32% 14
2025
Q4 		$612K Buy
26,569
+1,394
+6% +$32.3K 0.25% 56
2025
Q3 		$582K Buy
25,175
+674
+3% +$15.5K 0.25% 59
2025
Q2 		$563K Buy
24,501
+971
+4% +$22.1K 0.25% 57
2025
Q1 		$541K Buy
+23,530
New +$533K 0.26% 59

Other funds holding GOVT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

McNaughton Wealth Management's GOVT Position: Q2 2026 in Review

McNaughton Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 26% in Q2 2026, buying an estimated $1.45M and bringing the position to 308,636 shares worth $7.03M. The position accounts for 2.5% of the portfolio, ranked #11.

McNaughton Wealth Management first reported a position in GOVT in Q1 2025 and has held it in 6 quarters since. 432 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • McNaughton Wealth Management held 308,636 shares of iShares US Treasury Bond ETF worth $7.03M as of Q2 2026.
  • McNaughton Wealth Management bought 63,543 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.45M.
  • iShares US Treasury Bond ETF made up 2.5% of McNaughton Wealth Management's portfolio in Q2 2026, its #11 holding.
  • McNaughton Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 432 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.