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

Cabot 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
2026
Q1 		$15.3M Buy
694,444
+11,167
+2% +$248K 1.76% 18
2025
Q4 		$15.1M Sell
683,277
-3,543
-0.5% -$79K 1.67% 20
2025
Q3 		$15.2M Sell
686,820
-3,133
-0.5% -$68.7K 1.69% 19
2025
Q2 		$15.1M Buy
689,953
+8,693
+1% +$188K 1.79% 18
2025
Q1 		$14.9M Buy
681,260
+2,343
+0.3% +$50.7K 1.9% 15
2024
Q4 		$14.6M Sell
678,917
-5,820
-0.8% -$127K 1.85% 16
2024
Q3 		$15.3M Buy
684,737
+63,867
+10% +$1.41M 1.91% 18
2024
Q2 		$13.3M Buy
620,870
+6,743
+1% +$144K 1.75% 21
2024
Q1 		$13.3M Buy
614,127
+103,627
+20% +$2.24M 1.73% 23
2023
Q4 		$11.1M Buy
510,500
+33,414
+7% +$700K 1.55% 26
2023
Q3 		$9.87M Buy
477,086
+5,858
+1% +$124K 1.51% 28
2023
Q2 		$10.1M Buy
471,228
+23,442
+5% +$508K 1.51% 27
2023
Q1 		$9.71M Buy
447,786
+94,194
+27% +$2.04M 1.53% 26
2022
Q4 		$7.49M Buy
353,592
+15,844
+5% +$336K 1.26% 33
2022
Q3 		$7.21M Buy
337,748
+21,184
+7% +$472K 1.22% 36
2022
Q2 		$7.06M Buy
+316,564
New +$7.19M 1.12% 34

Other funds holding JHMB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cabot Wealth Management's JHMB Position: Q1 2026 in Review

Cabot Wealth Management increased its John Hancock Mortgage-Backed Securities ETF (JHMB) stake by 1.6% in Q1 2026, buying an estimated $248K and bringing the position to 694,444 shares worth $15.3M. The position accounts for 1.76% of the portfolio, ranked #18.

Cabot Wealth Management first reported a position in JHMB in Q2 2022 and has held it in 16 quarters since. The position peaked at $15.3M in Q3 2024. 36 funds tracked by Wall St. Rank hold JHMB as of Q1 2026.

  • Cabot Wealth Management held 694,444 shares of John Hancock Mortgage-Backed Securities ETF worth $15.3M as of Q1 2026.
  • Cabot Wealth Management bought 11,167 John Hancock Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $248K.
  • John Hancock Mortgage-Backed Securities ETF made up 1.76% of Cabot Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Cabot Wealth Management first reported a position in John Hancock Mortgage-Backed Securities ETF in Q2 2022 and has held it in 16 quarters since.
  • Cabot Wealth Management's John Hancock Mortgage-Backed Securities ETF position peaked at $15.3M in Q3 2024.
  • 36 funds tracked by Wall St. Rank held John Hancock Mortgage-Backed Securities ETF as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.