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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
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

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

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

MFA Wealth Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.8% in Q2 2026, buying an estimated $261K and bringing the position to 38,171 shares worth $3.61M. The position accounts for 2.16% of the portfolio, ranked #8.

MFA Wealth Services first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. 297 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • MFA Wealth Services held 38,171 shares of iShares 7-10 Year Treasury Bond ETF worth $3.61M as of Q2 2026.
  • MFA Wealth Services bought 2,759 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $261K.
  • iShares 7-10 Year Treasury Bond ETF made up 2.16% of MFA Wealth Services's portfolio in Q2 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 7 quarters since.
  • 297 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.