McNaughton Wealth Management’s iShares MBS ETF MBB Stock Holding History

McNaughton Wealth Management’s Portfolio MBB Stock Details MBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.32M	Sell	59,347 -10,850	-15%	-$1.01M	1.86%	15
2026 Q2	$6.64M	Buy	70,197 +8,596	+14%	+$813K	2.36%	12
2026 Q1	$5.85M	Buy	61,601 +1,582	+3%	+$151K	2.42%	11
2025 Q4	$5.72M	Buy	60,019 +45	+0.1%	+$4.29K	2.35%	12
2025 Q3	$5.71M	Buy	59,974 +2,128	+4%	+$200K	2.41%	11
2025 Q2	$5.43M	Sell	57,846 -781	-1%	-$72.4K	2.42%	10
2025 Q1	$5.5M	Buy	+58,627	New	+$5.42M	2.67%	9
2021 Q1	–	Sell	-1,819	Closed	-$200K	–	51
2020 Q4	$200K	Hold	1,819	–	–	0.16%	49
2020 Q3	$201K	Sell	1,819 -331	-15%	-$36.6K	0.18%	48
2020 Q2	$238K	Sell	2,150 -191	-8%	-$21.1K	0.22%	43
2020 Q1	$259K	Sell	2,341 -468	-17%	-$50.9K	0.28%	39
2019 Q4	$303K	Buy	+2,809	New	+$303K	0.28%	42

Other funds holding MBB

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

McNaughton Wealth Management's MBB Position: Q3 2026 in Review

McNaughton Wealth Management reduced its iShares MBS ETF (MBB) stake by 15% in Q3 2026, selling an estimated $1.01M and leaving 59,347 shares worth $5.32M. The position accounts for 1.86% of the portfolio, ranked #15.

McNaughton Wealth Management first reported a position in MBB in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.64M in Q2 2026. 358 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

McNaughton Wealth Management held 59,347 shares of iShares MBS ETF worth $5.32M as of Q3 2026.
McNaughton Wealth Management sold 10,850 iShares MBS ETF shares in Q3 2026, an estimated $1.01M.
iShares MBS ETF made up 1.86% of McNaughton Wealth Management's portfolio in Q3 2026, its #15 holding.
McNaughton Wealth Management first reported a position in iShares MBS ETF in Q4 2019 and has held it in 12 quarters since.
McNaughton Wealth Management's iShares MBS ETF position peaked at $6.64M in Q2 2026.
358 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.