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 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 $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Great Valley Advisor Group's JHMB Position: Q1 2026 in Review

Great Valley Advisor Group increased its John Hancock Mortgage-Backed Securities ETF (JHMB) stake by 9.7% in Q1 2026, buying an estimated $292K and bringing the position to 148,829 shares worth $3.28M. The position accounts for 0.06% of the portfolio, ranked #281.

Great Valley Advisor Group first reported a position in JHMB in Q2 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold JHMB as of Q1 2026.

Great Valley Advisor Group held 148,829 shares of John Hancock Mortgage-Backed Securities ETF worth $3.28M as of Q1 2026.
Great Valley Advisor Group bought 13,103 John Hancock Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $292K.
John Hancock Mortgage-Backed Securities ETF made up 0.06% of Great Valley Advisor Group's portfolio in Q1 2026, its #281 holding.
Great Valley Advisor Group first reported a position in John Hancock Mortgage-Backed Securities ETF in Q2 2025 and has held it in 4 quarters since.
36 funds tracked by Wall St. Rank held John Hancock Mortgage-Backed Securities ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.