Gibbs Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Gibbs Wealth Management’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 Q1	$2.05M	Sell	45,415 -1,605	-3%	-$73.5K	0.27%	69
2025 Q4	$2.16M	Sell	47,020 -4,348	-8%	-$199K	0.52%	32
2025 Q3	$2.35M	Sell	51,368 -8,308	-14%	-$375K	0.53%	33
2025 Q2	$2.69M	Buy	59,676 +7,794	+15%	+$347K	0.52%	38
2025 Q1	$2.35M	Buy	51,882 +759	+1%	+$33.9K	0.57%	38
2024 Q4	$2.26M	Sell	51,123 -11,597	-18%	-$523K	0.61%	37
2024 Q3	$2.93M	Buy	62,720 +155	+0.2%	+$7.12K	0.95%	21
2024 Q2	$2.79M	Buy	+62,565	New	+$2.77M	1.13%	19

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Gibbs Wealth Management's JMBS Position: Q1 2026 in Review

Gibbs Wealth Management reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 3.4% in Q1 2026, selling an estimated $73.5K and leaving 45,415 shares worth $2.05M. The position accounts for 0.27% of the portfolio, ranked #69.

Gibbs Wealth Management first reported a position in JMBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.93M in Q3 2024. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

Gibbs Wealth Management held 45,415 shares of Janus Henderson Mortgage-Backed Securities ETF worth $2.05M as of Q1 2026.
Gibbs Wealth Management sold 1,605 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $73.5K.
Janus Henderson Mortgage-Backed Securities ETF made up 0.27% of Gibbs Wealth Management's portfolio in Q1 2026, its #69 holding.
Gibbs Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and has held it in 8 quarters since.
Gibbs Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $2.93M in Q3 2024.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.