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

Cadence 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 		$320K Buy
14,529
+1,845
+15% +$41.1K 0.13% 48
2025
Q4 		$281K Buy
+12,684
New +$283K 0.14% 51

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
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 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

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

Cadence Wealth Management increased its John Hancock Mortgage-Backed Securities ETF (JHMB) stake by 15% in Q1 2026, buying an estimated $41.1K and bringing the position to 14,529 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #48.

Cadence Wealth Management first reported a position in JHMB in Q4 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold JHMB as of Q1 2026.

  • Cadence Wealth Management held 14,529 shares of John Hancock Mortgage-Backed Securities ETF worth $320K as of Q1 2026.
  • Cadence Wealth Management bought 1,845 John Hancock Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $41.1K.
  • John Hancock Mortgage-Backed Securities ETF made up 0.13% of Cadence Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Cadence Wealth Management first reported a position in John Hancock Mortgage-Backed Securities ETF in Q4 2025 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held John Hancock Mortgage-Backed Securities ETF as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.