Coastal Bridge Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Coastal Bridge Advisors’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	$310K	Buy	6,891 +36	+0.5%	+$1.63K	0.02%	390
2026 Q1	$310K	Sell	6,855 -9,961	-59%	-$456K	0.02%	375
2025 Q4	$768K	Buy	16,816 +3	+0%	+$137	0.06%	245
2025 Q3	$768K	Buy	16,813 +2,169	+15%	+$97.8K	0.06%	241
2025 Q2	$660K	Sell	14,644 -13,470	-48%	-$600K	0.05%	255
2025 Q1	$1.27M	Buy	+28,114	New	+$1.25M	0.12%	171

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

Coastal Bridge Advisors's JMBS Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 0.53% in Q2 2026, buying an estimated $1.63K and bringing the position to 6,891 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #390.

Coastal Bridge Advisors first reported a position in JMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Coastal Bridge Advisors held 6,891 shares of Janus Henderson Mortgage-Backed Securities ETF worth $310K as of Q2 2026.
Coastal Bridge Advisors bought 36 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.63K.
Janus Henderson Mortgage-Backed Securities ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #390 holding.
Coastal Bridge Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $1.27M in Q1 2025.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.