GWM
JBBB icon

Gibbs Wealth Management’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Gibbs Wealth Management’s Portfolio JBBB Stock Details JBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.47M Buy
53,036
+19,634
+59% +$933K 0.32% 52
2025
Q4 		$1.6M Sell
33,402
-2,884
-8% -$138K 0.39% 48
2025
Q3 		$1.75M Sell
36,286
-7,898
-18% -$381K 0.4% 49
2025
Q2 		$2.13M Buy
44,184
+1,950
+5% +$93.6K 0.41% 53
2025
Q1 		$2.06M Buy
42,234
+1,820
+5% +$89.4K 0.5% 45
2024
Q4 		$1.99M Sell
40,414
-4,568
-10% -$225K 0.54% 41
2024
Q3 		$2.2M Buy
44,982
+6,859
+18% +$335K 0.71% 33
2024
Q2 		$1.87M Buy
+38,123
New +$1.87M 0.76% 30

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $121M AUM 1.94% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return