Congress Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119M | Buy |
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|
2025
Q1 | $115M | Buy |
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|
2024
Q4 | $90.9M | Sell |
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|
2024
Q3 | $146M | Sell |
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|
2024
Q2 | $141M | Sell |
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|
2024
Q1 | $149M | Buy |
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|
2023
Q4 | $144M | Buy |
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|
2023
Q3 | $133M | Buy |
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|
2023
Q2 | $128M | Buy |
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|
2023
Q1 | $128M | Buy |
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|
2022
Q4 | $75M | Sell |
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|
2022
Q3 | $101M | Sell |
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|
2022
Q2 | $108M | Buy |
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|
2022
Q1 | $88.9M | Sell |
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|
2021
Q4 | $95.7M | Buy |
|