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Cardiff Park Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Cardiff Park 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
2025
Q4 		– Sell
-769
Closed -$35.1K – 373
2025
Q3 		$35.1K Buy
+769
New +$34.7K ﹤0.01% 345

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cardiff Park Advisors's JMBS Position: Q4 2025 in Review

Cardiff Park Advisors sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2025, closing a stake of 769 shares — an estimated $35.1K sold.

Cardiff Park Advisors first reported a position in JMBS in Q3 2025 and held it in 1 quarter. The position peaked at $35.1K in Q3 2025. 269 funds tracked by Wall St. Rank hold JMBS as of Q4 2025.

  • Cardiff Park Advisors reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Cardiff Park Advisors sold 769 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $35.1K.
  • Cardiff Park Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2025 and held it in 1 quarter.
  • Cardiff Park Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $35.1K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2025.

Based on Cardiff Park Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.