Heritage Oak Wealth Advisors LLC Buys New Position in iShares MBS ETF (NASDAQ:MBB)

Heritage Oak Wealth Advisors LLC bought a new position in shares of iShares MBS ETF (NASDAQ:MBB) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 3,980 shares of the company’s stock, valued at approximately $365,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Integrated Advisors Network LLC lifted its position in shares of iShares MBS ETF by 1.2% during the third quarter. Integrated Advisors Network LLC now owns 35,312 shares of the company’s stock worth $3,383,000 after purchasing an additional 409 shares during the last quarter. Strategic Blueprint LLC boosted its position in iShares MBS ETF by 0.6% during the 3rd quarter. Strategic Blueprint LLC now owns 18,707 shares of the company’s stock worth $1,792,000 after acquiring an additional 116 shares during the period. Fidelis Capital Partners LLC increased its stake in iShares MBS ETF by 17.4% during the 3rd quarter. Fidelis Capital Partners LLC now owns 11,055 shares of the company’s stock valued at $1,030,000 after buying an additional 1,642 shares during the period. Lodestar Private Asset Management LLC increased its stake in shares of iShares MBS ETF by 0.6% during the third quarter. Lodestar Private Asset Management LLC now owns 20,693 shares of the company’s stock valued at $1,983,000 after acquiring an additional 131 shares during the period. Finally, Mutual Advisors LLC boosted its stake in iShares MBS ETF by 5.7% during the 3rd quarter. Mutual Advisors LLC now owns 40,596 shares of the company’s stock valued at $3,788,000 after purchasing an additional 2,200 shares in the last quarter. 91.70% of the stock is currently owned by hedge funds and other institutional investors.

iShares MBS ETF Price Performance

MBB opened at $93.80 on Thursday. The stock’s fifty day moving average is $91.83 and its 200-day moving average is $93.41. iShares MBS ETF has a one year low of $89.16 and a one year high of $96.76.

iShares MBS ETF Increases Dividend

The firm also recently disclosed a dividend, which was paid on Thursday, February 6th. Stockholders of record on Monday, February 3rd were paid a $0.3414 dividend. The ex-dividend date was Monday, February 3rd. This is a boost from iShares MBS ETF’s previous dividend of $0.29.

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).