Allworth Financial LP Purchases 91,900 Shares of iShares MBS ETF $MBB

Allworth Financial LP increased its position in iShares MBS ETF (NASDAQ:MBB) by 3.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,193,216 shares of the company’s stock after purchasing an additional 91,900 shares during the period. iShares MBS ETF accounts for 1.3% of Allworth Financial LP’s portfolio, making the stock its 11th biggest position. Allworth Financial LP owned approximately 0.73% of iShares MBS ETF worth $303,835,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Security Financial Services INC. lifted its holdings in shares of iShares MBS ETF by 5.9% during the third quarter. Security Financial Services INC. now owns 121,000 shares of the company’s stock valued at $11,513,000 after purchasing an additional 6,789 shares during the last quarter. Dynasty Wealth Management LLC grew its stake in shares of iShares MBS ETF by 10.8% in the 3rd quarter. Dynasty Wealth Management LLC now owns 1,649,146 shares of the company’s stock worth $156,916,000 after buying an additional 160,926 shares during the last quarter. Global Retirement Partners LLC purchased a new stake in shares of iShares MBS ETF in the 2nd quarter worth approximately $18,788,000. Dakota Wealth Management increased its position in iShares MBS ETF by 20.9% during the 3rd quarter. Dakota Wealth Management now owns 363,649 shares of the company’s stock valued at $34,601,000 after buying an additional 62,909 shares in the last quarter. Finally, Avidian Wealth Enterprises LLC raised its stake in iShares MBS ETF by 3.4% during the third quarter. Avidian Wealth Enterprises LLC now owns 709,399 shares of the company’s stock valued at $67,499,000 after buying an additional 23,459 shares during the last quarter. Institutional investors own 91.70% of the company’s stock.

iShares MBS ETF Price Performance

iShares MBS ETF stock opened at $94.98 on Thursday. iShares MBS ETF has a 12 month low of $90.84 and a 12 month high of $96.96. The business’s fifty day simple moving average is $95.76 and its two-hundred day simple moving average is $95.46.

iShares MBS ETF Cuts Dividend

The company also recently declared a monthly dividend, which was paid on Thursday, March 5th. Investors of record on Monday, March 2nd were paid a $0.3278 dividend. The ex-dividend date was Monday, March 2nd. This represents a c) dividend on an annualized basis and a yield of 4.1%.

iShares MBS ETF Company 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).