Americana Partners’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Americana Partners’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
2026 Q2	$320K	Sell	7,123 -6	-0.1%	-$271	0.01%	472
2026 Q1	$322K	Sell	7,129 -14	-0.2%	-$641	0.01%	410
2025 Q4	$326K	Sell	7,143 -15	-0.2%	-$687	0.01%	388
2025 Q3	$327K	Buy	7,158 +260	+4%	+$11.7K	0.01%	368
2025 Q2	$311K	Hold	6,898	–	–	0.01%	356
2025 Q1	$312K	Hold	6,898	–	–	0.01%	322
2024 Q4	$305K	Hold	6,898	–	–	0.01%	334
2024 Q3	$322K	Hold	6,898	–	–	0.02%	305
2024 Q2	$308K	Hold	6,898	–	–	0.02%	288
2024 Q1	$311K	Sell	6,898 -3,073	-31%	-$139K	0.03%	285
2023 Q4	$458K	Buy	+9,971	New	+$437K	0.04%	215
2023 Q3	–	Sell	-9,992	Closed	-$457K	–	312
2023 Q2	$457K	Buy	+9,992	New	+$461K	0.06%	201
2022 Q4	–	Sell	-4,918	Closed	-$221K	–	260
2022 Q3	$221K	Buy	+4,918	New	+$235K	0.04%	220

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

HTC

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

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

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

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Americana Partners's JMBS Position: Q2 2026 in Review

Americana Partners reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 0.08% in Q2 2026, selling an estimated $271 and leaving 7,123 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #472.

Americana Partners first reported a position in JMBS in Q3 2022 and has held it in 13 quarters since. The position peaked at $458K in Q4 2023. 269 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Americana Partners held 7,123 shares of Janus Henderson Mortgage-Backed Securities ETF worth $320K as of Q2 2026.
Americana Partners sold 6 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $271.
Janus Henderson Mortgage-Backed Securities ETF made up 0.01% of Americana Partners's portfolio in Q2 2026, its #472 holding.
Americana Partners first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2022 and has held it in 13 quarters since.
Americana Partners's Janus Henderson Mortgage-Backed Securities ETF position peaked at $458K in Q4 2023.
269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.