Global Retirement Partners’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Global Retirement Partners’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	$2.03M	Buy	+45,132	New	+$2.04M	0.03%	481
2025 Q4	$29.3K	Buy	642 +257	+67%	+$11.8K	﹤0.01%	2679
2025 Q3	$17.6K	Buy	385 +160	+71%	+$7.21K	﹤0.01%	2460
2025 Q2	$10.1K	Buy	+225	New	+$10K	﹤0.01%	2601
2024 Q4	$11.6K	Buy	263 +3	+1%	+$135	﹤0.01%	2342
2024 Q3	$12.1K	Hold	260	–	–	﹤0.01%	2209
2024 Q2	$11.6K	Hold	260	–	–	﹤0.01%	2248
2024 Q1	$11.7K	Hold	260	–	–	﹤0.01%	2054
2023 Q4	$11.8K	Hold	260	–	–	﹤0.01%	2001
2023 Q3	$11.1K	Sell	260 -1,867	-88%	-$83.5K	﹤0.01%	1907
2023 Q2	$97.3K	Hold	2,127	–	–	﹤0.01%	965
2023 Q1	$99.6K	Buy	2,127 +1,021	+92%	+$47.3K	0.01%	916
2022 Q4	$50.3K	Buy	1,106 +9	+0.8%	+$407	﹤0.01%	1082
2022 Q3	$49K	Buy	1,097 +219	+25%	+$10.5K	﹤0.01%	1017
2022 Q2	$42K	Buy	878 +2	+0.2%	+$97	﹤0.01%	1054
2022 Q1	$43K	Buy	+876	New	+$44.9K	﹤0.01%	1053

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

Global Retirement Partners's JMBS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026: 45,132 shares worth $2.03M. The stake represents 0.03% of the portfolio and ranks #481 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JMBS as recently as Q4 2025.

Global Retirement Partners first reported a position in JMBS in Q1 2022 and has held it in 16 quarters since. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Global Retirement Partners held 45,132 shares of Janus Henderson Mortgage-Backed Securities ETF worth $2.03M as of Q2 2026.
Janus Henderson Mortgage-Backed Securities ETF was a new Global Retirement Partners position in Q2 2026.
Janus Henderson Mortgage-Backed Securities ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #481 holding.
Global Retirement Partners first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2022 and has held it in 16 quarters since.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.