Kelman Lazarov Inc. increased its position in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 2.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 249,955 shares of the company’s stock after purchasing an additional 5,610 shares during the period. iShares MBS ETF accounts for approximately 3.4% of Kelman Lazarov Inc.’s portfolio, making the stock its 11th largest position. Kelman Lazarov Inc. owned 0.06% of iShares MBS ETF worth $23,733,000 at the end of the most recent quarter.
Several other large investors have also recently bought and sold shares of the business. Brookstone Capital Management increased its holdings in shares of iShares MBS ETF by 3.2% in the 4th quarter. Brookstone Capital Management now owns 308,428 shares of the company’s stock valued at $29,368,000 after acquiring an additional 9,547 shares during the last quarter. Capital International Investors boosted its holdings in iShares MBS ETF by 161.4% in the third quarter. Capital International Investors now owns 170,644 shares of the company’s stock valued at $16,237,000 after purchasing an additional 105,366 shares in the last quarter. Aptus Capital Advisors LLC increased its stake in iShares MBS ETF by 40.4% in the third quarter. Aptus Capital Advisors LLC now owns 30,042 shares of the company’s stock valued at $2,858,000 after purchasing an additional 8,637 shares during the last quarter. ASL Financial LLC purchased a new position in iShares MBS ETF in the fourth quarter valued at approximately $977,000. Finally, NorthRock Partners LLC raised its holdings in iShares MBS ETF by 2,099.2% during the third quarter. NorthRock Partners LLC now owns 305,205 shares of the company’s stock worth $29,040,000 after purchasing an additional 291,327 shares in the last quarter. Hedge funds and other institutional investors own 91.70% of the company’s stock.
iShares MBS ETF Stock Performance
Shares of NASDAQ:MBB opened at $94.13 on Friday. iShares MBS ETF has a twelve month low of $92.40 and a twelve month high of $96.96. The firm has a 50 day simple moving average of $94.37 and a 200-day simple moving average of $95.06.
iShares MBS ETF Announces Dividend
About iShares MBS ETF
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).
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