MFA WEALTH ADVISORS, LLC IGSB holdings history
ISHARES 1-5Y INV GRADE CORP · CUSIP 464288646 · CIK 1688184
As of 2026-06-30, MFA WEALTH ADVISORS, LLC reported 10.73K IGSB (shares), valued at $562.36K, or 0.10% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares decreased 7.61%; reported value decreased 7.88%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.10% | 10,730 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 0.12% | 11,614 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 0.16% | 14,569 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 0.19% | 16,288 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 0.60% | 48,137 | SEC filing ↗Filed Jul 14, 2025 |
| Q1 2025 | 2.47% | 190,606 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 5.09% | 384,340 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 4.12% | 357,563 | SEC filing ↗Filed Oct 22, 2024 |
| Q2 2024 | 4.06% | 362,461 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 4.67% | 346,788 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 4.73% | 327,858 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 4.98% | 322,091 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.98% | 322,091 | $16.05M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 4.73% | 327,858 | $16.81M | Shares increased 1.79%; reported value increased 4.74%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 4.67% | 346,788 | $17.78M | Shares increased 5.77%; reported value increased 5.78%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 4.06% | 362,461 | $18.57M | Shares increased 4.52%; reported value increased 4.44%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 4.12% | 357,563 | $18.83M | Shares decreased 1.35%; reported value increased 1.38%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2024 |
| Q4 2024 | 5.09% | 384,340 | $19.87M | Shares increased 7.49%; reported value increased 5.53%, and weight changed +0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 2.47% | 190,606 | $9.98M | Shares decreased 50.41%; reported value decreased 49.76%, and weight changed -2.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 0.60% | 48,137 | $2.54M | Shares decreased 74.75%; reported value decreased 74.56%, and weight changed -1.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2025 |
| Q3 2025 | 0.19% | 16,288 | $863.75K | Shares decreased 66.16%; reported value decreased 65.99%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 0.16% | 14,569 | $770.41K | Shares decreased 10.55%; reported value decreased 10.81%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 0.12% | 11,614 | $610.43K | Shares decreased 20.28%; reported value decreased 20.77%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 0.10% | 10,730 | $562.36K | Shares decreased 7.61%; reported value decreased 7.88%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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