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 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 $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

49 Wealth Management's JMBS Position: Q1 2026 in Review

49 Wealth Management increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 0.58% in Q1 2026, buying an estimated $1.42K and bringing the position to 5,374 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #167.

49 Wealth Management first reported a position in JMBS in Q3 2024 and has held it in 7 quarters since. The position peaked at $244K in Q4 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

49 Wealth Management held 5,374 shares of Janus Henderson Mortgage-Backed Securities ETF worth $243K as of Q1 2026.
49 Wealth Management bought 31 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $1.42K.
Janus Henderson Mortgage-Backed Securities ETF made up 0.02% of 49 Wealth Management's portfolio in Q1 2026, its #167 holding.
49 Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2024 and has held it in 7 quarters since.
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 Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.