BerganKDV Wealth Management LLC lifted its stake in iShares MBS ETF (NASDAQ:MBB) by 2.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 183,949 shares of the company’s stock after acquiring an additional 3,584 shares during the period. iShares MBS ETF makes up about 4.1% of BerganKDV Wealth Management LLC’s holdings, making the stock its 6th largest holding. BerganKDV Wealth Management LLC’s holdings in iShares MBS ETF were worth $19,007,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors also recently bought and sold shares of the company. Proficio Capital Partners LLC bought a new position in shares of iShares MBS ETF in the second quarter worth $130,000. Parallel Advisors LLC boosted its holdings in shares of iShares MBS ETF by 186.7% in the third quarter. Parallel Advisors LLC now owns 1,534 shares of the company’s stock worth $159,000 after acquiring an additional 999 shares during the period. Private Capital Group LLC boosted its holdings in shares of iShares MBS ETF by 1,237.2% in the third quarter. Private Capital Group LLC now owns 1,618 shares of the company’s stock worth $167,000 after acquiring an additional 1,497 shares during the period. HL Financial Services LLC bought a new position in shares of iShares MBS ETF in the third quarter worth $217,000. Finally, Good Life Advisors LLC bought a new stake in iShares MBS ETF during the third quarter valued at $222,000.
NASDAQ:MBB opened at $102.75 on Monday. iShares MBS ETF has a 52-week low of $101.75 and a 52-week high of $106.90.
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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).
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