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 Q3	$2.22M	Buy	24,821 +478	+2%	+$44.2K	0.38%	43
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MFA Wealth Advisors's IEF Position: Q3 2026 in Review

MFA Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2% in Q3 2026, buying an estimated $44.2K and bringing the position to 24,821 shares worth $2.22M. The position accounts for 0.38% of the portfolio, ranked #43.

MFA Wealth Advisors first reported a position in IEF in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.3M in Q2 2026. 674 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

MFA Wealth Advisors held 24,821 shares of iShares 7-10 Year Treasury Bond ETF worth $2.22M as of Q3 2026.
MFA Wealth Advisors bought 478 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $44.2K.
iShares 7-10 Year Treasury Bond ETF made up 0.38% of MFA Wealth Advisors's portfolio in Q3 2026, its #43 holding.
MFA Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
MFA Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2.3M in Q2 2026.
674 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.