AWA
Aaron Wealth Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $254K | Sell |
5,645
-481
| -8% | -$21.7K | 0.03% | 404 |
|
2025
Q1 | $277K | Buy |
+6,126
| New | +$277K | 0.03% | 345 |
|
2022
Q1 | – | Sell |
-167,373
| Closed | -$8.82M | – | 930 |
|
2021
Q4 | $8.82M | Sell |
167,373
-29,078
| -15% | -$1.53M | 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% | +$2.16M | 3.81% | 6 |
|
2021
Q1 | $9.33M | Buy |
175,808
+43,536
| +33% | +$2.31M | 3.42% | 6 |
|
2020
Q4 | $7.07M | Buy |
+132,272
| New | +$7.07M | 2.59% | 12 |
|