GFWA
JMBS icon

Grey Fox Wealth Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Grey Fox Wealth Advisors’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
2023
Q2 		– Sell
-2,071
Closed -$96.7K – 320
2023
Q1 		$96.7K Buy
+2,071
New +$95.9K 0.06% 144

Other funds holding JMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Grey Fox Wealth Advisors's JMBS Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2023, closing a stake of 2,071 shares — an estimated $96.7K sold.

Grey Fox Wealth Advisors first reported a position in JMBS in Q1 2023 and held it in 1 quarter. The position peaked at $96.7K in Q1 2023. 114 funds tracked by Wall St. Rank hold JMBS as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 2,071 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2023, an estimated $96.7K.
  • Grey Fox Wealth Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $96.7K in Q1 2023.
  • 114 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.