Destiny Wealth Partners’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Destiny Wealth Partners’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	$4.02M	Buy	91,197 +2,908	+3%	+$131K	0.57%	49
2026 Q1	$3.99M	Buy	88,289 +656	+0.7%	+$30K	0.44%	60
2025 Q4	$4.03M	Buy	87,633 +228	+0.3%	+$10.4K	0.46%	56
2025 Q3	$3.99M	Sell	87,405 -613	-0.7%	-$27.6K	0.49%	56
2025 Q2	$3.97M	Sell	88,018 -2,127	-2%	-$94.7K	0.53%	56
2025 Q1	$4.07M	Sell	90,145 -3,144	-3%	-$140K	0.65%	51
2024 Q4	$4.12M	Buy	93,289 +2,260	+2%	+$102K	0.67%	50
2024 Q3	$4.25M	Sell	91,029 -1,212	-1%	-$55.7K	0.74%	44
2024 Q2	$4.12M	Buy	+92,241	New	+$4.09M	0.74%	47

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 $77.5B AUM 28.19% 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

Destiny Wealth Partners's JMBS Position: Q2 2026 in Review

Destiny Wealth Partners increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 3.3% in Q2 2026, buying an estimated $131K and bringing the position to 91,197 shares worth $4.02M. The position accounts for 0.57% of the portfolio, ranked #49.

Destiny Wealth Partners first reported a position in JMBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.25M in Q3 2024. 269 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Destiny Wealth Partners held 91,197 shares of Janus Henderson Mortgage-Backed Securities ETF worth $4.02M as of Q2 2026.
Destiny Wealth Partners bought 2,908 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $131K.
Janus Henderson Mortgage-Backed Securities ETF made up 0.57% of Destiny Wealth Partners's portfolio in Q2 2026, its #49 holding.
Destiny Wealth Partners first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and has held it in 9 quarters since.
Destiny Wealth Partners's Janus Henderson Mortgage-Backed Securities ETF position peaked at $4.25M in Q3 2024.
269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.