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

Altman 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
2021
Q3 		– Sell
-73,261
Closed -$3.9M – 83
2021
Q2 		$3.9M Buy
73,261
+11,743
+19% +$624K 2.2% 7
2021
Q1 		$3.26M Buy
61,518
+34,425
+127% +$1.84M 2.1% 7
2020
Q4 		$1.45M Buy
27,093
+22,742
+523% +$1.22M 0.91% 47
2020
Q3 		$233K Buy
+4,351
New +$234K 0.17% 80

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Altman Advisors's JMBS Position: Q3 2021 in Review

Altman Advisors sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2021, closing a stake of 73,261 shares — an estimated $3.9M sold.

Altman Advisors first reported a position in JMBS in Q3 2020 and held it in 4 quarters. The position peaked at $3.9M in Q2 2021. 68 funds tracked by Wall St. Rank hold JMBS as of Q3 2021.

  • Altman Advisors reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q3 2021 after selling out during the quarter.
  • Altman Advisors sold 73,261 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2021, an estimated $3.9M.
  • Altman Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2020 and held it in 4 quarters.
  • Altman Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $3.9M in Q2 2021.
  • 68 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2021.

Based on Altman Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.