Simplicity Wealth LLC Has $4.14 Million Stock Position in iShares MBS ETF $MBB

Simplicity Wealth LLC lowered its stake in iShares MBS ETF (NASDAQ:MBB) by 47.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 43,477 shares of the company’s stock after selling 39,021 shares during the period. Simplicity Wealth LLC’s holdings in iShares MBS ETF were worth $4,137,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Delos Wealth Advisors LLC acquired a new stake in iShares MBS ETF during the 2nd quarter worth approximately $26,000. LRI Investments LLC purchased a new position in iShares MBS ETF during the 2nd quarter worth $30,000. Tsfg LLC increased its position in shares of iShares MBS ETF by 106.8% during the 2nd quarter. Tsfg LLC now owns 335 shares of the company’s stock valued at $31,000 after purchasing an additional 173 shares during the last quarter. Evolution Wealth Management Inc. purchased a new stake in iShares MBS ETF during the second quarter valued at about $39,000. Finally, Beacon Capital Management LLC boosted its position in shares of iShares MBS ETF by 35.3% in the second quarter. Beacon Capital Management LLC now owns 460 shares of the company’s stock valued at $43,000 after acquiring an additional 120 shares during the period. Institutional investors own 91.70% of the company’s stock.

iShares MBS ETF Trading Up 0.3%

Shares of iShares MBS ETF stock opened at $95.45 on Thursday. iShares MBS ETF has a 12 month low of $90.84 and a 12 month high of $96.25. The business’s 50-day moving average price is $95.35 and its 200-day moving average price is $94.79.

iShares MBS ETF Cuts Dividend

The business also recently disclosed a monthly dividend, which was paid on Wednesday, December 24th. Investors of record on Friday, December 19th were given a dividend of $0.334 per share. This represents a c) dividend on an annualized basis and a yield of 4.2%. The ex-dividend date of this dividend was Friday, December 19th.

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).