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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 – 930
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return