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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
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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

McNaughton Wealth Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 5,831 shares worth $596K. The stake represents 0.21% of the portfolio and ranks #60 among its holdings. This is a return to the name: McNaughton Wealth Management previously reported a position in STIP as recently as Q3 2025.

McNaughton Wealth Management first reported a position in STIP in Q2 2025 and has held it in 3 quarters since. The position peaked at $647K in Q3 2025. 238 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • McNaughton Wealth Management held 5,831 shares of iShares 0-5 Year TIPS Bond ETF worth $596K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new McNaughton Wealth Management position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.21% of McNaughton Wealth Management's portfolio in Q2 2026, its #60 holding.
  • McNaughton Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • McNaughton Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $647K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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