Englebert Financial Advisers’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Englebert Financial Advisers’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	$10.2M	Buy	227,013 +15,772	+7%	+$713K	10.06%	2
2026 Q1	$9.54M	Buy	211,241 +21,269	+11%	+$974K	10.85%	2
2025 Q4	$8.68M	Buy	+189,972	New	+$8.7M	9.93%	2

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 $7B AUM 14.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Englebert Financial Advisers's JMBS Position: Q2 2026 in Review

Englebert Financial Advisers increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 7.5% in Q2 2026, buying an estimated $713K and bringing the position to 227,013 shares worth $10.2M. The position accounts for 10.06% of the portfolio, ranked #2.

Englebert Financial Advisers first reported a position in JMBS in Q4 2025 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Englebert Financial Advisers held 227,013 shares of Janus Henderson Mortgage-Backed Securities ETF worth $10.2M as of Q2 2026.
Englebert Financial Advisers bought 15,772 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $713K.
Janus Henderson Mortgage-Backed Securities ETF made up 10.06% of Englebert Financial Advisers's portfolio in Q2 2026, its #2 holding.
Englebert Financial Advisers first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
271 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Englebert Financial Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.