Iams Wealth Management
JHMB icon

Iams Wealth Management’s John Hancock Mortgage-Backed Securities ETF JHMB Stock Holding History

Iams Wealth Management’s Portfolio JHMB Stock Details JHMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.41M Buy
164,039
+16,620
+11% +$358K 1% 22
2026
Q2 		$3.24M Buy
147,419
+14,133
+11% +$311K 0.97% 29
2026
Q1 		$2.93M Buy
133,286
+21,150
+19% +$471K 1.02% 24
2025
Q4 		$2.48M Buy
+112,136
New +$2.5M 0.9% 31

Other funds holding JHMB

Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
FFG Retirement Advisors
FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return
Peak Wealth Management
Peak Wealth Management Nashua, New Hampshire $147M AUM 17.82% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Iams Wealth Management's JHMB Position: Q3 2026 in Review

Iams Wealth Management increased its John Hancock Mortgage-Backed Securities ETF (JHMB) stake by 11% in Q3 2026, buying an estimated $358K and bringing the position to 164,039 shares worth $3.41M. The position accounts for 1% of the portfolio, ranked #22.

Iams Wealth Management first reported a position in JHMB in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold JHMB as of Q3 2026.

  • Iams Wealth Management held 164,039 shares of John Hancock Mortgage-Backed Securities ETF worth $3.41M as of Q3 2026.
  • Iams Wealth Management bought 16,620 John Hancock Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $358K.
  • John Hancock Mortgage-Backed Securities ETF made up 1% of Iams Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Iams Wealth Management first reported a position in John Hancock Mortgage-Backed Securities ETF in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held John Hancock Mortgage-Backed Securities ETF as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.