Confluence Investment Management LLC Boosts Holdings in iShares MBS ETF (MBB)

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Confluence Investment Management LLC lifted its stake in iShares MBS ETF (NASDAQ:MBB) by 1.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 153,855 shares of the company’s stock after buying an additional 1,640 shares during the period. Confluence Investment Management LLC owned approximately 0.10% of iShares MBS ETF worth $16,364,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. Raymond James Trust N.A. boosted its holdings in iShares MBS ETF by 39.1% in the first quarter. Raymond James Trust N.A. now owns 13,804 shares of the company’s stock valued at $1,468,000 after purchasing an additional 3,877 shares during the last quarter. TCI Wealth Advisors Inc. boosted its holdings in iShares MBS ETF by 1,463.3% in the first quarter. TCI Wealth Advisors Inc. now owns 766 shares of the company’s stock valued at $81,000 after purchasing an additional 717 shares during the last quarter. Parkside Advisors LLC boosted its holdings in iShares MBS ETF by 1.2% in the first quarter. Parkside Advisors LLC now owns 83,512 shares of the company’s stock valued at $8,882,000 after purchasing an additional 970 shares during the last quarter. Acropolis Investment Management LLC boosted its holdings in iShares MBS ETF by 2.3% in the first quarter. Acropolis Investment Management LLC now owns 29,525 shares of the company’s stock valued at $3,140,000 after purchasing an additional 650 shares during the last quarter. Finally, Cliftonlarsonallen Wealth Advisors LLC boosted its holdings in iShares MBS ETF by 8.3% in the first quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 12,194 shares of the company’s stock valued at $1,297,000 after purchasing an additional 937 shares during the last quarter.

Shares of MBB opened at $105.63 on Wednesday. iShares MBS ETF has a one year low of $101.75 and a one year high of $106.63.

The firm also recently declared a monthly dividend, which was paid on Friday, April 5th. Investors of record on Tuesday, April 2nd were issued a $0.2707 dividend. This represents a $3.25 dividend on an annualized basis and a yield of 3.07%. The ex-dividend date of this dividend was Monday, April 1st.

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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).

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Institutional Ownership by Quarter for iShares MBS ETF (NASDAQ:MBB)

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