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AIFG Consultants’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

AIFG Consultants’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 		$1.48M Buy
32,394
+3,590
+12% +$164K 2.54% 10
2025
Q3 		$1.32M Buy
28,804
+1,386
+5% +$62.5K 2.32% 12
2025
Q2 		$1.24M Buy
27,418
+11,164
+69% +$497K 2.41% 11
2025
Q1 		$735K Buy
16,254
+9,023
+125% +$403K 1.21% 23
2024
Q4 		$319K Buy
7,231
+2,290
+46% +$103K 0.52% 38
2024
Q3 		$230K Buy
+4,941
New +$227K 0.18% 47

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AIFG Consultants's JMBS Position: Q4 2025 in Review

AIFG Consultants increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 12% in Q4 2025, buying an estimated $164K and bringing the position to 32,394 shares worth $1.48M. The position accounts for 2.54% of the portfolio, ranked #10.

AIFG Consultants first reported a position in JMBS in Q3 2024 and has held it in 6 quarters since. 269 funds tracked by Wall St. Rank hold JMBS as of Q4 2025.

  • AIFG Consultants held 32,394 shares of Janus Henderson Mortgage-Backed Securities ETF worth $1.48M as of Q4 2025.
  • AIFG Consultants bought 3,590 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $164K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 2.54% of AIFG Consultants's portfolio in Q4 2025, its #10 holding.
  • AIFG Consultants first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2024 and has held it in 6 quarters since.
  • 269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.