Clear Creek Financial Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Clear Creek Financial Management’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
2026 Q2	–	Sell	-40,612	Closed	-$1.84M	–	661
2026 Q1	$1.84M	Buy	40,612 +13,432	+49%	+$615K	0.14%	158
2025 Q4	$1.24M	Buy	27,180 +1,072	+4%	+$49.1K	0.1%	200
2025 Q3	$1.19M	Sell	26,108 -698	-3%	-$31.5K	0.1%	207
2025 Q2	$1.21M	Buy	26,806 +3,244	+14%	+$144K	0.11%	194
2025 Q1	$1.07M	Buy	23,562 +445	+2%	+$19.9K	0.11%	182
2024 Q4	$1.02M	Buy	23,117 +9,486	+70%	+$428K	0.11%	191
2024 Q3	$636K	Sell	13,631 -3,970	-23%	-$182K	0.07%	226
2024 Q2	$786K	Sell	17,601 -29,444	-63%	-$1.31M	0.1%	190
2024 Q1	$2.12M	Buy	47,045 +2,296	+5%	+$104K	0.27%	79
2023 Q4	$2.06M	Buy	44,749 +3,923	+10%	+$172K	0.33%	67
2023 Q3	$1.77M	Buy	40,826 +6,233	+18%	+$279K	0.31%	70
2023 Q2	$1.58M	Buy	34,593 +777	+2%	+$35.9K	0.27%	74
2023 Q1	$1.58M	Sell	33,816 -79	-0.2%	-$3.66K	0.3%	72
2022 Q4	$1.54M	Sell	33,895 -1,692	-5%	-$76.5K	0.34%	71
2022 Q3	$1.6M	Buy	35,587 +4,901	+16%	+$234K	0.35%	58
2022 Q2	$1.47M	Buy	30,686 +6,702	+28%	+$323K	0.31%	67
2022 Q1	$1.2M	Sell	23,984 -6,491	-21%	-$333K	0.19%	108
2021 Q4	$1.6M	Buy	30,475 +2,981	+11%	+$158K	0.24%	95
2021 Q3	$1.46M	Buy	27,494 +822	+3%	+$43.7K	0.23%	107
2021 Q2	$1.42M	Buy	+26,672	New	+$1.42M	0.22%	107
2021 Q1	–	Sell	-37,599	Closed	-$2.02M	–	161
2020 Q4	$2.02M	Buy	+37,599	New	+$2.01M	0.39%	57

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

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Clear Creek Financial Management's JMBS Position: Q2 2026 in Review

Clear Creek Financial Management sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026, closing a stake of 40,612 shares — an estimated $1.84M sold.

Clear Creek Financial Management first reported a position in JMBS in Q4 2020 and held it in 21 quarters. The position peaked at $2.12M in Q1 2024. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Clear Creek Financial Management reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
Clear Creek Financial Management sold 40,612 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.84M.
Clear Creek Financial Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2020 and held it in 21 quarters.
Clear Creek Financial Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $2.12M in Q1 2024.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.