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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Greenwich Wealth Management's JMBS Position: Q1 2026 in Review

Greenwich Wealth Management reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 87% in Q1 2026, selling an estimated $1.91M and leaving 6,373 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #246.

Greenwich Wealth Management first reported a position in JMBS in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.46M in Q4 2023. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

Greenwich Wealth Management held 6,373 shares of Janus Henderson Mortgage-Backed Securities ETF worth $288K as of Q1 2026.
Greenwich Wealth Management sold 41,809 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $1.91M.
Janus Henderson Mortgage-Backed Securities ETF made up 0.01% of Greenwich Wealth Management's portfolio in Q1 2026, its #246 holding.
Greenwich Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2023 and has held it in 13 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 Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.