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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

McNaughton Wealth Management increased its iShares MBS ETF (MBB) stake by 14% in Q2 2026, buying an estimated $813K and bringing the position to 70,197 shares worth $6.64M. The position accounts for 2.36% of the portfolio, ranked #12.

McNaughton Wealth Management first reported a position in MBB in Q4 2019 and has held it in 11 quarters since. 464 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

McNaughton Wealth Management held 70,197 shares of iShares MBS ETF worth $6.64M as of Q2 2026.
McNaughton Wealth Management bought 8,596 iShares MBS ETF shares in Q2 2026, an estimated $813K.
iShares MBS ETF made up 2.36% of McNaughton Wealth Management's portfolio in Q2 2026, its #12 holding.
McNaughton Wealth Management first reported a position in iShares MBS ETF in Q4 2019 and has held it in 11 quarters since.
464 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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