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CCFM
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
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
$1.66T AUM
25.57%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
HTC
Haverford Trust Company
Radnor, Pennsylvania
$10.9B AUM
18.64%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
GI
Gradient Investments
Arden Hills, Minnesota
$7.25B AUM
20.71%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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