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B.A. Schrock Wealth Management, Inc.’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

B.A. Schrock Wealth Management, Inc.’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
Q3 		$3.67M Buy
+86,593
New +$3.83M 1.34% 25

Other funds holding JMBS

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s JMBS Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2026: 86,593 shares worth $3.67M. The stake represents 1.34% of the portfolio and ranks #25 among its holdings.

34 funds tracked by Wall St. Rank hold JMBS as of Q3 2026.

  • B.A. Schrock Wealth Management, Inc. held 86,593 shares of Janus Henderson Mortgage-Backed Securities ETF worth $3.67M as of Q3 2026.
  • Janus Henderson Mortgage-Backed Securities ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
  • Janus Henderson Mortgage-Backed Securities ETF made up 1.34% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #25 holding.
  • 34 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.