McNaughton Wealth Management
STIP icon

McNaughton Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

McNaughton Wealth Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$626K Buy
6,279
+448
+8% +$45.1K 0.22% 59
2026
Q2 		$596K Buy
+5,831
New +$601K 0.21% 60
2025
Q4 		– Sell
-6,262
Closed -$647K – 77
2025
Q3 		$647K Buy
6,262
+1,379
+28% +$142K 0.27% 57
2025
Q2 		$503K Buy
+4,883
New +$501K 0.22% 59

Other funds holding STIP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return
M. Kulyk & Associates
M. Kulyk & Associates Decatur, Georgia $599M AUM 17.11% 1-Year Est. Return

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

McNaughton Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.7% in Q3 2026, buying an estimated $45.1K and bringing the position to 6,279 shares worth $626K. The position accounts for 0.22% of the portfolio, ranked #59.

McNaughton Wealth Management first reported a position in STIP in Q2 2025 and has held it in 4 quarters since. The position peaked at $647K in Q3 2025. 587 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • McNaughton Wealth Management held 6,279 shares of iShares 0-5 Year TIPS Bond ETF worth $626K as of Q3 2026.
  • McNaughton Wealth Management bought 448 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $45.1K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.22% of McNaughton Wealth Management's portfolio in Q3 2026, its #59 holding.
  • McNaughton Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • McNaughton Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $647K in Q3 2025.
  • 587 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

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