GWM
JMBS icon

Greenwich Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Greenwich Wealth Management’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 		$648K Buy
14,403
+8,030
+126% +$363K 0.02% 184
2026
Q1 		$288K Sell
6,373
-41,809
-87% -$1.91M 0.01% 246
2025
Q4 		$2.2M Buy
48,182
+12,058
+33% +$552K 0.1% 113
2025
Q3 		$1.65M Buy
36,124
+7,518
+26% +$339K 0.08% 118
2025
Q2 		$1.29M Sell
28,606
-39,317
-58% -$1.75M 0.06% 114
2025
Q1 		$3.07M Buy
67,923
+7,865
+13% +$351K 0.23% 57
2024
Q4 		$2.65M Buy
60,058
+524
+0.9% +$23.6K 0.19% 61
2024
Q3 		$2.78M Sell
59,534
-3,285
-5% -$151K 0.19% 65
2024
Q2 		$2.81M Sell
62,819
-787
-1% -$34.9K 0.2% 58
2024
Q1 		$2.87M Sell
63,606
-11,657
-15% -$527K 0.23% 59
2023
Q4 		$3.46M Buy
75,263
+27,312
+57% +$1.2M 0.34% 46
2023
Q3 		$2.08M Buy
47,951
+31,979
+200% +$1.43M 0.22% 61
2023
Q2 		$731K Sell
15,972
-12,116
-43% -$559K 0.08% 131
2023
Q1 		$1.31M Buy
+28,088
New +$1.3M 0.14% 93

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Greenwich Wealth Management's JMBS Position: Q2 2026 in Review

Greenwich Wealth Management increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 126% in Q2 2026, buying an estimated $363K and bringing the position to 14,403 shares worth $648K. The position accounts for 0.02% of the portfolio, ranked #184.

Greenwich Wealth Management first reported a position in JMBS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.46M in Q4 2023. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Greenwich Wealth Management held 14,403 shares of Janus Henderson Mortgage-Backed Securities ETF worth $648K as of Q2 2026.
  • Greenwich Wealth Management bought 8,030 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $363K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.02% of Greenwich Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Greenwich Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2023 and has held it in 14 quarters since.
  • Greenwich Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $3.46M in Q4 2023.
  • 270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.