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

MFA Wealth Services’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	$3.6M	Buy	40,343 +2,172	+6%	+$201K	2.14%	8
2026 Q2	$3.61M	Buy	38,171 +2,759	+8%	+$261K	2.16%	8
2026 Q1	$3.38M	Buy	35,412 +1,436	+4%	+$138K	2.24%	8
2025 Q4	$3.27M	Buy	33,976 +1,910	+6%	+$185K	2.21%	8
2025 Q3	$3.09M	Buy	32,066 +719	+2%	+$68.7K	2.14%	8
2025 Q2	$3M	Buy	31,347 +2,003	+7%	+$189K	2.26%	8
2025 Q1	$2.8M	Buy	29,344 +3,589	+14%	+$336K	2.3%	7
2024 Q4	$2.38M	Buy	+25,755	New	+$2.43M	1.91%	11

Other funds holding IEF

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 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

AAG

Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

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

MFA Wealth Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.7% in Q3 2026, buying an estimated $201K and bringing the position to 40,343 shares worth $3.6M. The position accounts for 2.14% of the portfolio, ranked #8.

MFA Wealth Services first reported a position in IEF in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.61M in Q2 2026. 279 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

MFA Wealth Services held 40,343 shares of iShares 7-10 Year Treasury Bond ETF worth $3.6M as of Q3 2026.
MFA Wealth Services bought 2,172 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $201K.
iShares 7-10 Year Treasury Bond ETF made up 2.14% of MFA Wealth Services's portfolio in Q3 2026, its #8 holding.
MFA Wealth Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's iShares 7-10 Year Treasury Bond ETF position peaked at $3.61M in Q2 2026.
279 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.