Great Valley Advisor Group’s John Hancock Mortgage-Backed Securities ETF JHMB Stock Holding History

Great Valley Advisor Group’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	–	Sell	-148,829	Closed	-$3.28M	–	1079
2026 Q1	$3.28M	Buy	148,829 +13,103	+10%	+$292K	0.06%	281
2025 Q4	$3.01M	Buy	135,726 +2,437	+2%	+$54.3K	0.06%	267
2025 Q3	$2.95M	Sell	133,289 -320	-0.2%	-$7.02K	0.06%	260
2025 Q2	$2.92M	Buy	+133,609	New	+$2.9M	0.06%	251

Other funds holding JHMB

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 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) 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

Great Valley Advisor Group's JHMB Position: Q2 2026 in Review

Great Valley Advisor Group sold out of John Hancock Mortgage-Backed Securities ETF (JHMB) in Q2 2026, closing a stake of 148,829 shares — an estimated $3.28M sold.

Great Valley Advisor Group first reported a position in JHMB in Q2 2025 and held it in 4 quarters. The position peaked at $3.28M in Q1 2026. 35 funds tracked by Wall St. Rank hold JHMB as of Q2 2026.

Great Valley Advisor Group reported no remaining John Hancock Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
Great Valley Advisor Group sold 148,829 John Hancock Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $3.28M.
Great Valley Advisor Group first reported a position in John Hancock Mortgage-Backed Securities ETF in Q2 2025 and held it in 4 quarters.
Great Valley Advisor Group's John Hancock Mortgage-Backed Securities ETF position peaked at $3.28M in Q1 2026.
35 funds tracked by Wall St. Rank held John Hancock Mortgage-Backed Securities ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.