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Ellevest Inc’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Ellevest Inc’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
2020
Q4 		– Sell
-316
Closed -$17K – 1271
2020
Q3 		$17K Buy
+316
New +$17K ﹤0.01% 556

Other funds holding JMBS

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PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Ellevest Inc's JMBS Position: Q4 2020 in Review

Ellevest Inc sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2020, closing a stake of 316 shares — an estimated $17K sold.

Ellevest Inc first reported a position in JMBS in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 62 funds tracked by Wall St. Rank hold JMBS as of Q4 2020.

  • Ellevest Inc reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2020 after selling out during the quarter.
  • Ellevest Inc sold 316 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2020, an estimated $17K.
  • Ellevest Inc first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2020 and held it in 1 quarter.
  • Ellevest Inc's Janus Henderson Mortgage-Backed Securities ETF position peaked at $17K in Q3 2020.
  • 62 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2020.

Based on Ellevest Inc's 13F filing for Q4 2020, filed 4 Feb 2021.