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

Brown Financial 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
2026 Q2	$4.39M	Buy	97,579 +5,996	+7%	+$271K	1.53%	14
2026 Q1	$4.14M	Sell	91,583 -2,942	-3%	-$135K	1.57%	13
2025 Q4	$4.32M	Sell	94,525 -1,430	-1%	-$65.5K	1.58%	15
2025 Q3	$4.38M	Buy	95,955 +4,899	+5%	+$221K	1.62%	14
2025 Q2	$4.1M	Sell	91,056 -1,865	-2%	-$83K	1.6%	14
2025 Q1	$4.2M	Buy	92,921 +20,754	+29%	+$926K	1.73%	13
2024 Q4	$3.19M	Buy	72,167 +5,500	+8%	+$248K	1.28%	23
2024 Q3	$3.11M	Buy	66,667 +2,884	+5%	+$133K	1.28%	26
2024 Q2	$2.85M	Buy	+63,783	New	+$2.83M	1.27%	22

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 $72.2B AUM 27.85% 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

Brown Financial Advisors's JMBS Position: Q2 2026 in Review

Brown Financial Advisors increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 6.5% in Q2 2026, buying an estimated $271K and bringing the position to 97,579 shares worth $4.39M. The position accounts for 1.53% of the portfolio, ranked #14.

Brown Financial Advisors first reported a position in JMBS in Q2 2024 and has held it in 9 quarters since. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Brown Financial Advisors held 97,579 shares of Janus Henderson Mortgage-Backed Securities ETF worth $4.39M as of Q2 2026.
Brown Financial Advisors bought 5,996 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $271K.
Janus Henderson Mortgage-Backed Securities ETF made up 1.53% of Brown Financial Advisors's portfolio in Q2 2026, its #14 holding.
Brown Financial Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and has held it in 9 quarters since.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.