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Bullock Wealth Management’s John Hancock Mortgage-Backed Securities ETF JHMB Stock Holding History

Bullock Wealth Management’s Portfolio JHMB Stock Details JHMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,320
Closed -$29.3K – 617
2025
Q3 		$29.3K Buy
+1,320
New +$29K 0.01% 311

Other funds holding JHMB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Bullock Wealth Management's JHMB Position: Q4 2025 in Review

Bullock Wealth Management sold out of John Hancock Mortgage-Backed Securities ETF (JHMB) in Q4 2025, closing a stake of 1,320 shares — an estimated $29.3K sold.

Bullock Wealth Management first reported a position in JHMB in Q3 2025 and held it in 1 quarter. The position peaked at $29.3K in Q3 2025. 34 funds tracked by Wall St. Rank hold JHMB as of Q4 2025.

  • Bullock Wealth Management reported no remaining John Hancock Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 1,320 John Hancock Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $29.3K.
  • Bullock Wealth Management first reported a position in John Hancock Mortgage-Backed Securities ETF in Q3 2025 and held it in 1 quarter.
  • Bullock Wealth Management's John Hancock Mortgage-Backed Securities ETF position peaked at $29.3K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held John Hancock Mortgage-Backed Securities ETF as of Q4 2025.

Based on Bullock Wealth Management's 13F filing for Q4 2025, filed 10 Sep 2026.