iShares MBS ETF (MBB) is BerganKDV Wealth Management LLC’s 6th Largest Position

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.

The firm also recently disclosed a monthly dividend, which was paid on Wednesday, November 7th. Investors of record on Friday, November 2nd were paid a dividend of $0.2543 per share. This is a positive change from iShares MBS ETF’s previous monthly dividend of $0.22. The ex-dividend date of this dividend was Thursday, November 1st. This represents a $3.05 annualized dividend and a yield of 2.97%.

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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).

Read More: Asset Allocation

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Institutional Ownership by Quarter for iShares MBS ETF (NASDAQ:MBB)

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