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 Q3	$2.37M	Buy	20,852 +151	+0.7%	+$17.5K	0.4%	42
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 Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

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

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

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

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

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

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

MFA Wealth Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.73% in Q3 2026, buying an estimated $17.5K and bringing the position to 20,852 shares worth $2.37M. The position accounts for 0.4% of the portfolio, ranked #42.

MFA Wealth Advisors first reported a position in IEI in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.43M in Q2 2026. 528 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

MFA Wealth Advisors held 20,852 shares of iShares 3-7 Year Treasury Bond ETF worth $2.37M as of Q3 2026.
MFA Wealth Advisors bought 151 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $17.5K.
iShares 3-7 Year Treasury Bond ETF made up 0.4% of MFA Wealth Advisors's portfolio in Q3 2026, its #42 holding.
MFA Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
MFA Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $2.43M in Q2 2026.
528 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

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