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Baldwin Investment Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Baldwin Investment Management’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 		$353K Buy
+7,844
New +$355K 0.03% 187

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
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baldwin Investment Management's JMBS Position: Q2 2026 in Review

Baldwin Investment Management opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026: 7,844 shares worth $353K. The stake represents 0.03% of the portfolio and ranks #187 among its holdings.

269 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Baldwin Investment Management held 7,844 shares of Janus Henderson Mortgage-Backed Securities ETF worth $353K as of Q2 2026.
  • Janus Henderson Mortgage-Backed Securities ETF was a new Baldwin Investment Management position in Q2 2026.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.03% of Baldwin Investment Management's portfolio in Q2 2026, its #187 holding.
  • 269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.