Aaron Wealth Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Aaron Wealth Advisors’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
2025 Q4	–	Sell	-5,645	Closed	-$258K	–	693
2025 Q3	$258K	Hold	5,645	–	–	0.02%	561
2025 Q2	$254K	Sell	5,645 -481	-8%	-$21.4K	0.03%	404
2025 Q1	$277K	Buy	+6,126	New	+$273K	0.03%	345
2022 Q1	–	Sell	-167,373	Closed	-$8.82M	–	928
2021 Q4	$8.82M	Sell	167,373 -29,078	-15%	-$1.54M	2.46%	8
2021 Q3	$10.4M	Sell	196,451 -19,629	-9%	-$1.04M	2.94%	9
2021 Q2	$11.6M	Buy	216,080 +40,272	+23%	+$2.14M	3.81%	6
2021 Q1	$9.33M	Buy	175,808 +43,536	+33%	+$2.32M	3.42%	6
2020 Q4	$7.07M	Buy	+132,272	New	+$7.09M	2.59%	12

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

HTC

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Aaron Wealth Advisors's JMBS Position: Q4 2025 in Review

Aaron Wealth Advisors sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2025, closing a stake of 5,645 shares — an estimated $258K sold.

Aaron Wealth Advisors first reported a position in JMBS in Q4 2020 and held it in 8 quarters. The position peaked at $11.6M in Q2 2021. 269 funds tracked by Wall St. Rank hold JMBS as of Q4 2025.

Aaron Wealth Advisors reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
Aaron Wealth Advisors sold 5,645 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $258K.
Aaron Wealth Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2020 and held it in 8 quarters.
Aaron Wealth Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $11.6M in Q2 2021.
269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2025.

Based on Aaron Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.