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First National Bank of South Miami’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

First National Bank of South Miami’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
2023
Q2 		$171K Buy
+3,739
New +$173K 0.14% 134

Other funds holding JMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

First National Bank of South Miami's JMBS Position: Q2 2023 in Review

First National Bank of South Miami opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2023: 3,739 shares worth $171K. The stake represents 0.14% of the portfolio and ranks #134 among its holdings.

115 funds tracked by Wall St. Rank hold JMBS as of Q2 2023.

  • First National Bank of South Miami held 3,739 shares of Janus Henderson Mortgage-Backed Securities ETF worth $171K as of Q2 2023.
  • Janus Henderson Mortgage-Backed Securities ETF was a new First National Bank of South Miami position in Q2 2023.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.14% of First National Bank of South Miami's portfolio in Q2 2023, its #134 holding.
  • 115 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.