Lifelong Wealth Advisors Inc. Has $1.73 Million Stock Holdings in iShares MBS ETF (NASDAQ:MBB)

Posted by Stanley Muller on Jun 26th, 2025

Lifelong Wealth Advisors Inc. trimmed its holdings in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 10.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 18,489 shares of the company’s stock after selling 2,267 shares during the period. iShares MBS ETF comprises 0.8% of Lifelong Wealth Advisors Inc.’s holdings, making the stock its 18th largest position. Lifelong Wealth Advisors Inc.’s holdings in iShares MBS ETF were worth $1,734,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of MBB. IMG Wealth Management Inc. bought a new position in iShares MBS ETF during the first quarter worth about $30,000. Tompkins Financial Corp boosted its stake in shares of iShares MBS ETF by 51.7% during the 1st quarter. Tompkins Financial Corp now owns 320 shares of the company’s stock worth $30,000 after acquiring an additional 109 shares during the period. Curat Global LLC acquired a new position in shares of iShares MBS ETF during the 1st quarter worth approximately $30,000. Truvestments Capital LLC bought a new stake in iShares MBS ETF in the 4th quarter valued at $36,000. Finally, Garde Capital Inc. bought a new stake in iShares MBS ETF in the 1st quarter valued at $43,000. 91.70% of the stock is currently owned by institutional investors and hedge funds.

iShares MBS ETF Stock Up 0.0%

MBB stock opened at $93.54 on Thursday. The company has a fifty day moving average price of $92.50 and a two-hundred day moving average price of $92.47. iShares MBS ETF has a one year low of $90.28 and a one year high of $96.76.

iShares MBS ETF Cuts Dividend

The business also recently disclosed a monthly dividend, which was paid on Thursday, June 5th. Shareholders of record on Monday, June 2nd were issued a $0.3251 dividend. The ex-dividend date of this dividend was Monday, June 2nd. This represents a $3.90 annualized dividend and a dividend yield of 4.17%.

iShares MBS ETF Company 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).