Halpern Financial’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Halpern Financial’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
2024 Q3	$6.94K	Buy	+149	New	+$6.85K	﹤0.01%	175

Other funds holding JMBS

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Halpern Financial's JMBS Position: Q3 2024 in Review

Halpern Financial opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2024: 149 shares worth $6.94K. The stake represents ﹤0.01% of the portfolio and ranks #175 among its holdings.

203 funds tracked by Wall St. Rank hold JMBS as of Q3 2024.

Halpern Financial held 149 shares of Janus Henderson Mortgage-Backed Securities ETF worth $6.94K as of Q3 2024.
Janus Henderson Mortgage-Backed Securities ETF was a new Halpern Financial position in Q3 2024.
Janus Henderson Mortgage-Backed Securities ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #175 holding.
203 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.