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Coastal Bridge Advisors’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Coastal Bridge Advisors’s Portfolio JBBB Stock Details JBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,289
Closed -$355K – 453
2025
Q1 		$355K Buy
+7,289
New +$358K 0.09% 183

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AWM
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Pathstone Holdings
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Jane Street
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OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Coastal Bridge Advisors's JBBB Position: Q2 2025 in Review

Coastal Bridge Advisors sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2025, closing a stake of 7,289 shares — an estimated $355K sold.

Coastal Bridge Advisors first reported a position in JBBB in Q1 2025 and held it in 1 quarter. The position peaked at $355K in Q1 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q2 2025.

  • Coastal Bridge Advisors reported no remaining Janus Henderson B-BBB CLO ETF position as of Q2 2025 after selling out during the quarter.
  • Coastal Bridge Advisors sold 7,289 Janus Henderson B-BBB CLO ETF shares in Q2 2025, an estimated $355K.
  • Coastal Bridge Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2025 and held it in 1 quarter.
  • Coastal Bridge Advisors's Janus Henderson B-BBB CLO ETF position peaked at $355K in Q1 2025.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2025.

Based on Coastal Bridge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.