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Gladstone Institutional Advisory’s John Hancock Mortgage-Backed Securities ETF JHMB Stock Holding History

Gladstone Institutional Advisory’s Portfolio JHMB Stock Details JHMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.38M Buy
153,869
+24,823
+19% +$546K 0.11% 200
2026
Q1 		$2.84M Buy
+129,046
New +$2.87M 0.11% 204

Other funds holding JHMB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Gladstone Institutional Advisory's JHMB Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its John Hancock Mortgage-Backed Securities ETF (JHMB) stake by 19% in Q2 2026, buying an estimated $546K and bringing the position to 153,869 shares worth $3.38M. The position accounts for 0.11% of the portfolio, ranked #200.

Gladstone Institutional Advisory first reported a position in JHMB in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold JHMB as of Q2 2026.

  • Gladstone Institutional Advisory held 153,869 shares of John Hancock Mortgage-Backed Securities ETF worth $3.38M as of Q2 2026.
  • Gladstone Institutional Advisory bought 24,823 John Hancock Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $546K.
  • John Hancock Mortgage-Backed Securities ETF made up 0.11% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #200 holding.
  • Gladstone Institutional Advisory first reported a position in John Hancock Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held John Hancock Mortgage-Backed Securities ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.