MFA Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

MFA Wealth Advisors’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.3M	Buy	24,343 +4,229	+21%	+$400K	0.39%	42
2026 Q1	$1.92M	Buy	20,114 +893	+5%	+$85.9K	0.38%	39
2025 Q4	$1.85M	Sell	19,221 -2,292	-11%	-$222K	0.39%	38
2025 Q3	$2.08M	Buy	21,513 +1,878	+10%	+$180K	0.45%	39
2025 Q2	$1.88M	Buy	+19,635	New	+$1.86M	0.44%	41

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

MFA Wealth Advisors's IEF Position: Q2 2026 in Review

MFA Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 21% in Q2 2026, buying an estimated $400K and bringing the position to 24,343 shares worth $2.3M. The position accounts for 0.39% of the portfolio, ranked #42.

MFA Wealth Advisors first reported a position in IEF in Q2 2025 and has held it in 5 quarters since. 511 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

MFA Wealth Advisors held 24,343 shares of iShares 7-10 Year Treasury Bond ETF worth $2.3M as of Q2 2026.
MFA Wealth Advisors bought 4,229 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $400K.
iShares 7-10 Year Treasury Bond ETF made up 0.39% of MFA Wealth Advisors's portfolio in Q2 2026, its #42 holding.
MFA Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
511 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.