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Guardian Wealth Advisors (North Carolina)’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2022
Q2 		– Sell
-126
Closed -$6K – 366
2022
Q1 		$6K Hold
126
– – ﹤0.01% 223
2021
Q4 		$7K Buy
+126
New +$6.66K ﹤0.01% 213

Other funds holding JMBS

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
DP
Divergent Planning Bethesda, Maryland $392M AUM 13.55% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s JMBS Position: Q2 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2022, closing a stake of 126 shares — an estimated $6K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in JMBS in Q4 2021 and held it in 2 quarters. The position peaked at $7K in Q4 2021. 93 funds tracked by Wall St. Rank hold JMBS as of Q2 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 126 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2022, an estimated $6K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2021 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Janus Henderson Mortgage-Backed Securities ETF position peaked at $7K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2022, filed 15 Aug 2022.