LifePlan Investment Advisors Inc. Has $2.57 Million Stock Position in iShares MBS ETF $MBB

Posted by Sarita Garza on Sep 4th, 2026

LifePlan Investment Advisors Inc. increased its holdings in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 27.7% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 27,229 shares of the company’s stock after purchasing an additional 5,899 shares during the quarter. LifePlan Investment Advisors Inc.’s holdings in iShares MBS ETF were worth $2,574,000 as of its most recent filing with the SEC.

A number of other large investors have also recently added to or reduced their stakes in MBB. Field & Main Bank bought a new stake in shares of iShares MBS ETF in the second quarter valued at about $30,000. ESL Trust Services LLC bought a new position in shares of iShares MBS ETF during the fourth quarter worth about $28,000. Brown Lisle Cummings Inc. bought a new position in shares of iShares MBS ETF during the first quarter worth about $28,000. First Community Trust NA acquired a new stake in iShares MBS ETF in the 1st quarter valued at approximately $32,000. Finally, Beaird Harris Wealth Management LLC acquired a new stake in iShares MBS ETF in the 2nd quarter valued at approximately $34,000. Institutional investors own 91.70% of the company’s stock.

iShares MBS ETF Stock Performance

NASDAQ MBB opened at $92.66 on Friday. The stock’s 50 day moving average price is $93.45 and its two-hundred day moving average price is $94.39. iShares MBS ETF has a 52 week low of $92.28 and a 52 week high of $96.96.

iShares MBS ETF Dividend Announcement

The firm also recently disclosed a monthly dividend, which will be paid on Friday, September 4th. Stockholders of record on Tuesday, September 1st will be given a $0.3388 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 4.4%. The ex-dividend date of this dividend is Tuesday, September 1st.

iShares MBS ETF Profile

(Free Report)

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).