Mosley Wealth Management Purchases New Holdings in iShares MBS ETF $MBB

Mosley Wealth Management purchased a new stake in shares of iShares MBS ETF (NASDAQ:MBB) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 34,272 shares of the company’s stock, valued at approximately $3,260,000. iShares MBS ETF accounts for approximately 1.5% of Mosley Wealth Management’s portfolio, making the stock its 17th largest holding.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Dakota Wealth Management grew its stake in shares of iShares MBS ETF by 20.9% in the 3rd quarter. Dakota Wealth Management now owns 363,649 shares of the company’s stock valued at $34,601,000 after purchasing an additional 62,909 shares during the period. Brookstone Capital Management lifted its holdings in iShares MBS ETF by 3.2% during the 4th quarter. Brookstone Capital Management now owns 308,428 shares of the company’s stock worth $29,368,000 after buying an additional 9,547 shares in the last quarter. Argent Trust Co lifted its holdings in iShares MBS ETF by 233.6% during the 3rd quarter. Argent Trust Co now owns 9,790 shares of the company’s stock worth $932,000 after buying an additional 6,855 shares in the last quarter. Dearborn Partners LLC acquired a new position in iShares MBS ETF during the 3rd quarter worth $539,000. Finally, Compound Planning Inc. lifted its holdings in iShares MBS ETF by 12.6% during the 3rd quarter. Compound Planning Inc. now owns 125,204 shares of the company’s stock worth $11,913,000 after buying an additional 13,979 shares in the last quarter. 91.70% of the stock is currently owned by institutional investors.

iShares MBS ETF Price Performance

MBB stock opened at $94.52 on Friday. The business’s fifty day moving average is $94.57 and its 200-day moving average is $95.16. iShares MBS ETF has a twelve month low of $92.38 and a twelve month high of $96.96.

iShares MBS ETF Cuts Dividend

The business also recently declared a monthly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, June 1st were paid a $0.3334 dividend. The ex-dividend date of this dividend was Monday, June 1st. This represents a c) dividend on an annualized basis and a dividend yield of 4.2%.

iShares MBS ETF Profile

iShares MBS ETF (the Fund), formerly iShares Barclays MBS Bond Fund, is an exchange-traded fund (ETF). The Fund seeks investment results, which correspond to the price and yield performance of the Barclays Capital U.S. MBS Index (the Index). The Index measures the performance of investment grade mortgage-backed pass-through securities issued by the Government National Mortgage (GNMA). The Index measures the performance of investment grade mortgage-backed pass-through securities issued by the Government National Mortgage Association (GNMA), Federal National Mortgage Association (FNMA) and Federal Home Loan Mortgage Corporation (FHLMC).