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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
Q2 		$15.1M Sell
688,349
-6,095
-0.9% -$134K 1.54% 23
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 $104B AUM 28.3% 1-Year Est. Return
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cabot Wealth Management's JHMB Position: Q2 2026 in Review

Cabot Wealth Management reduced its John Hancock Mortgage-Backed Securities ETF (JHMB) stake by 0.88% in Q2 2026, selling an estimated $134K and leaving 688,349 shares worth $15.1M. The position accounts for 1.54% of the portfolio, ranked #23.

Cabot Wealth Management first reported a position in JHMB in Q2 2022 and has held it in 17 quarters since. The position peaked at $15.3M in Q3 2024. 35 funds tracked by Wall St. Rank hold JHMB as of Q2 2026.

  • Cabot Wealth Management held 688,349 shares of John Hancock Mortgage-Backed Securities ETF worth $15.1M as of Q2 2026.
  • Cabot Wealth Management sold 6,095 John Hancock Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $134K.
  • John Hancock Mortgage-Backed Securities ETF made up 1.54% of Cabot Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Cabot Wealth Management first reported a position in John Hancock Mortgage-Backed Securities ETF in Q2 2022 and has held it in 17 quarters since.
  • Cabot Wealth Management's John Hancock Mortgage-Backed Securities ETF position peaked at $15.3M in Q3 2024.
  • 35 funds tracked by Wall St. Rank held John Hancock Mortgage-Backed Securities ETF as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.