Chris Bulman’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Chris Bulman’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	-5,302	Closed	-$242K	–	159
2025 Q3	$242K	Buy	+5,302	New	+$239K	0.12%	110
2025 Q2	–	Sell	-6,400	Closed	-$289K	–	129
2025 Q1	$289K	Hold	6,400	–	–	0.18%	88
2024 Q4	$283K	Buy	6,400 +649	+11%	+$29.3K	0.18%	94
2024 Q3	$268K	Sell	5,751 -4,466	-44%	-$205K	0.18%	87
2024 Q2	$456K	Buy	+10,217	New	+$453K	0.31%	60

Other funds holding JMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Chris Bulman's JMBS Position: Q4 2025 in Review

Chris Bulman sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2025, closing a stake of 5,302 shares — an estimated $242K sold.

Chris Bulman first reported a position in JMBS in Q2 2024 and held it in 5 quarters. The position peaked at $456K in Q2 2024. 269 funds tracked by Wall St. Rank hold JMBS as of Q4 2025.

Chris Bulman reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
Chris Bulman sold 5,302 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $242K.
Chris Bulman first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and held it in 5 quarters.
Chris Bulman's Janus Henderson Mortgage-Backed Securities ETF position peaked at $456K in Q2 2024.
269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2025.

Based on Chris Bulman's 13F filing for Q4 2025, filed 14 Jan 2026.