GI
JMBS icon

Gradient Investments’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Gradient Investments’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 		$121M Buy
2,688,767
+341,852
+15% +$15.5M 1.67% 8
2026
Q1 		$106M Buy
2,346,915
+119,709
+5% +$5.48M 1.64% 9
2025
Q4 		$102M Buy
2,227,206
+88,393
+4% +$4.05M 1.62% 9
2025
Q3 		$97.7M Buy
2,138,813
+150,680
+8% +$6.79M 1.63% 10
2025
Q2 		$89.6M Sell
1,988,133
-1,575
-0.1% -$70.1K 1.64% 9
2025
Q1 		$89.9M Buy
1,989,708
+444,851
+29% +$19.8M 1.81% 6
2024
Q4 		$68.3M Buy
1,544,857
+118,932
+8% +$5.36M 1.38% 19
2024
Q3 		$66.5M Buy
1,425,925
+6,566
+0.5% +$302K 1.39% 18
2024
Q2 		$63.4M Sell
1,419,359
-454,592
-24% -$20.2M 1.42% 17
2024
Q1 		$84.5M Sell
1,873,951
-46,724
-2% -$2.11M 1.96% 7
2023
Q4 		$88.2M Buy
1,920,675
+141,811
+8% +$6.21M 2.13% 7
2023
Q3 		$77.2M Buy
1,778,864
+45,186
+3% +$2.02M 2.04% 7
2023
Q2 		$79.3M Buy
1,733,678
+370,632
+27% +$17.1M 2.04% 7
2023
Q1 		$63.6M Buy
+1,363,046
New +$63.1M 1.74% 9

Other funds holding JMBS

IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $408M AUM 13.08% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return