49 Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

49 Wealth Management’s Portfolio JMBS Stock Details JMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,374	Closed	-$243K	–	237
2026 Q1	$243K	Buy	5,374 +31	+0.6%	+$1.42K	0.02%	167
2025 Q4	$244K	Buy	5,343 +561	+12%	+$25.7K	0.02%	173
2025 Q3	$218K	Buy	4,782 +61	+1%	+$2.75K	0.02%	177
2025 Q2	$213K	Buy	4,721 +59	+1%	+$2.63K	0.02%	165
2025 Q1	$211K	Sell	4,662 -101	-2%	-$4.51K	0.03%	172
2024 Q4	$210K	Buy	4,763 +126	+3%	+$5.68K	0.03%	155
2024 Q3	$216K	Buy	+4,637	New	+$213K	0.04%	151

Other funds holding JMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

49 Wealth Management's JMBS Position: Q2 2026 in Review

49 Wealth Management sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026, closing a stake of 5,374 shares — an estimated $243K sold.

49 Wealth Management first reported a position in JMBS in Q3 2024 and held it in 7 quarters. The position peaked at $244K in Q4 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

49 Wealth Management reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 5,374 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $243K.
49 Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2024 and held it in 7 quarters.
49 Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $244K in Q4 2025.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.