Financial Network Wealth Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Financial Network Wealth 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	$61.3K	Sell	1,362 -187	-12%	-$8.45K	0.06%	244
2026 Q1	$70K	Sell	1,549 -87	-5%	-$3.98K	0.07%	219
2025 Q4	$74.7K	Sell	1,636 -128	-7%	-$5.86K	0.08%	204
2025 Q3	$80.6K	Buy	1,764 +34	+2%	+$1.53K	0.09%	193
2025 Q2	$77.9K	Hold	1,730	–	–	0.09%	193
2025 Q1	$78.2K	Buy	1,730 +494	+40%	+$22K	0.1%	186
2024 Q4	$54.6K	Sell	1,236 -3,012	-71%	-$136K	0.1%	174
2024 Q3	$198K	Sell	4,248 -983	-19%	-$45.2K	0.16%	115
2024 Q2	$235K	Buy	+5,231	New	+$232K	0.18%	117

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

Financial Network Wealth Advisors's JMBS Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 12% in Q2 2026, selling an estimated $8.45K and leaving 1,362 shares worth $61.3K. The position accounts for 0.06% of the portfolio, ranked #244.

Financial Network Wealth Advisors first reported a position in JMBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $235K in Q2 2024. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Financial Network Wealth Advisors held 1,362 shares of Janus Henderson Mortgage-Backed Securities ETF worth $61.3K as of Q2 2026.
Financial Network Wealth Advisors sold 187 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $8.45K.
Janus Henderson Mortgage-Backed Securities ETF made up 0.06% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #244 holding.
Financial Network Wealth Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and has held it in 9 quarters since.
Financial Network Wealth Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $235K in Q2 2024.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.