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MFA Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

MFA Wealth Advisors’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.43M Buy
20,701
+3,509
+20% +$413K 0.41% 41
2026
Q1 		$2.04M Buy
17,192
+697
+4% +$83.1K 0.4% 38
2025
Q4 		$1.97M Sell
16,495
-1,926
-10% -$230K 0.42% 37
2025
Q3 		$2.2M Buy
18,421
+1,433
+8% +$170K 0.48% 37
2025
Q2 		$2.02M Buy
+16,988
New +$2M 0.47% 40

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

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

MFA Wealth Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 20% in Q2 2026, buying an estimated $413K and bringing the position to 20,701 shares worth $2.43M. The position accounts for 0.41% of the portfolio, ranked #41.

MFA Wealth Advisors first reported a position in IEI in Q2 2025 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • MFA Wealth Advisors held 20,701 shares of iShares 3-7 Year Treasury Bond ETF worth $2.43M as of Q2 2026.
  • MFA Wealth Advisors bought 3,509 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $413K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.41% of MFA Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • MFA Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 370 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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