Carson Wealth (CWM LLC)’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.22M | Buy |
49,144
+19,998
| +69% | +$916K | 0.01% | 1158 |
|
|
2025
Q4 | $1.33M | Buy |
29,146
+25,554
| +711% | +$1.17M | ﹤0.01% | 1345 |
|
|
2025
Q3 | $164K | Buy |
3,592
+3,145
| +704% | +$142K | ﹤0.01% | 2596 |
|
|
2025
Q2 | $20K | Buy |
447
+56
| +14% | +$2.49K | ﹤0.01% | 3909 |
|
|
2025
Q1 | $18K | Buy |
391
+357
| +1,050% | +$15.9K | ﹤0.01% | 3754 |
|
|
2024
Q4 | $2K | Sell |
34
-725
| -96% | -$32.7K | ﹤0.01% | 4553 |
|
|
2024
Q3 | $35K | Buy |
759
+704
| +1,280% | +$32.4K | ﹤0.01% | 2971 |
|
|
2024
Q2 | $2K | Sell |
55
-45
| -45% | -$2K | ﹤0.01% | 4223 |
|
|
2024
Q1 | $5K | Sell |
100
-559
| -85% | -$25.3K | ﹤0.01% | 3665 |
|
|
2023
Q4 | $30K | Buy |
659
+604
| +1,098% | +$26.5K | ﹤0.01% | 2513 |
|
|
2023
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 3821 |
|
|
2023
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 3649 |
|
|
2023
Q1 | $3K | Sell |
55
-5
| -8% | -$232 | ﹤0.01% | 3525 |
|
|
2022
Q4 | $3K | Buy |
60
+5
| +9% | +$226 | ﹤0.01% | 3424 |
|
|
2022
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 3478 |
|
|
2022
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 3205 |
|
|
2022
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 3043 |
|
|
2021
Q4 | $3K | Buy |
+55
| New | +$2.91K | ﹤0.01% | 2990 |
|
|
2021
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 2532 |
|
|
2021
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 2532 |
|
|
2020
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 2532 |
|
|
2020
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 2532 |
|
|
2020
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 2531 |
|
|
2020
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 2530 |
|
|
2019
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 2529 |
|
|
2019
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 2529 |
|
|
2019
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 2529 |
|
|
2019
Q1 | $3K | Buy |
+55
| New | +$2.79K | ﹤0.01% | 2529 |
|
Other funds holding JMBS
HTC
GI