Number of Shares
48,137.00
Current Holdings Value*
$2.54 Mil
% of Portfolio
0.6%
Total Estimate Gain
$-572,431.24
% of Total Estimate Gain
-2.64%

MFA Wealth Advisors, LLC's iShares 1-3 Year Credit Bond ETF Holding Summary

As of 2025-06-30, MFA Wealth Advisors, LLC held 48,137.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $2.54 Mil. This investment constitutes 0.6% of their stock portfolio, and MFA Wealth Advisors, LLC now holds 0.01% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.

The initial trade took place in 2021Q2. And since then MFA Wealth Advisors, LLC has made 11 purchases of IGSB, at an average price of $53.47, for a total of 406,127.00 shares. In addition, there have been 6 sales at an average price of $51.99 for 357,990.00 shares. Based on historical transaction data and IGSB's current price of $52.63, MFA Wealth Advisors, LLC's estimated gain on his IGSB holdings is $-572,431.24, reflecting a -2.64% gain to date.

MFA Wealth Advisors, LLC IGSB ($52.63) Holding Chart

MFA Wealth Advisors, LLC IGSB ($52.63) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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