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 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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

MFA Wealth Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.4% in Q2 2026, buying an estimated $208K and bringing the position to 54,356 shares worth $6.38M. The position accounts for 3.81% of the portfolio, ranked #4.

MFA Wealth Services first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. 215 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

MFA Wealth Services held 54,356 shares of iShares 3-7 Year Treasury Bond ETF worth $6.38M as of Q2 2026.
MFA Wealth Services bought 1,765 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $208K.
iShares 3-7 Year Treasury Bond ETF made up 3.81% of MFA Wealth Services's portfolio in Q2 2026, its #4 holding.
MFA Wealth Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
215 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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