Lutz Financial Services LLC Purchases 34,269 Shares of iShares MBS ETF $MBB

Lutz Financial Services LLC boosted its holdings in shares of iShares MBS ETF (NASDAQ:MBB) by 5.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 631,850 shares of the company’s stock after acquiring an additional 34,269 shares during the period. iShares MBS ETF comprises 4.0% of Lutz Financial Services LLC’s portfolio, making the stock its 9th largest holding. Lutz Financial Services LLC owned approximately 0.16% of iShares MBS ETF worth $59,994,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. ESL Trust Services LLC purchased a new position in iShares MBS ETF in the 4th quarter valued at about $28,000. Brown Lisle Cummings Inc. purchased a new stake in iShares MBS ETF during the first quarter worth approximately $28,000. First Community Trust NA purchased a new stake in shares of iShares MBS ETF in the first quarter worth about $32,000. Nemes Rush Group LLC grew its holdings in iShares MBS ETF by 132.9% during the 4th quarter. Nemes Rush Group LLC now owns 361 shares of the company’s stock valued at $34,000 after purchasing an additional 206 shares in the last quarter. Finally, Aventura Private Wealth LLC purchased a new position in shares of iShares MBS ETF during the 4th quarter valued at approximately $35,000. 91.70% of the stock is currently owned by hedge funds and other institutional investors.

iShares MBS ETF Stock Performance

Shares of iShares MBS ETF stock opened at $93.26 on Tuesday. The firm’s 50-day simple moving average is $94.23 and its 200-day simple moving average is $95.00. iShares MBS ETF has a 1 year low of $92.40 and a 1 year high of $96.96.

iShares MBS ETF Announces Dividend

The company also recently declared a dividend, which was paid on Tuesday, July 7th. Investors of record on Wednesday, July 1st were given a dividend of $0.3373 per share. The ex-dividend date of this dividend was Wednesday, July 1st.

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).