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

MFA Wealth Services’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	$6.43M	Buy	56,715 +2,359	+4%	+$273K	3.82%	5
2026 Q2	$6.38M	Buy	54,356 +1,765	+3%	+$208K	3.81%	4
2026 Q1	$6.24M	Buy	52,591 +1,414	+3%	+$169K	4.13%	4
2025 Q4	$6.11M	Buy	51,177 +1,520	+3%	+$182K	4.13%	4
2025 Q3	$5.93M	Sell	49,657 -3,786	-7%	-$450K	4.1%	4
2025 Q2	$6.36M	Buy	53,443 +733	+1%	+$86.5K	4.78%	3
2025 Q1	$6.23M	Buy	52,710 +6,411	+14%	+$747K	5.12%	4
2024 Q4	$5.35M	Buy	+46,299	New	+$5.4M	4.29%	4

Other funds holding IEI

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $152M AUM 8.89% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

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

MFA Wealth Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.3% in Q3 2026, buying an estimated $273K and bringing the position to 56,715 shares worth $6.43M. The position accounts for 3.82% of the portfolio, ranked #5.

MFA Wealth Services first reported a position in IEI in Q4 2024 and has held it in 8 quarters since. 213 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

MFA Wealth Services held 56,715 shares of iShares 3-7 Year Treasury Bond ETF worth $6.43M as of Q3 2026.
MFA Wealth Services bought 2,359 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $273K.
iShares 3-7 Year Treasury Bond ETF made up 3.82% of MFA Wealth Services's portfolio in Q3 2026, its #5 holding.
MFA Wealth Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
213 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

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