IEQ Capital’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

IEQ Capital’s Portfolio JBBB Stock Details JBBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,110	Closed	-$339K	–	1992
2025 Q4	$339K	Buy	7,110 +166	+2%	+$7.95K	﹤0.01%	1487
2025 Q3	$335K	Buy	+6,944	New	+$335K	﹤0.01%	1469

Other funds holding JBBB

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

TCM

TT Capital Management Coto De Caza, California $121M AUM 1.94% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

IEQ Capital's JBBB Position: Q1 2026 in Review

IEQ Capital sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026, closing a stake of 7,110 shares — an estimated $339K sold.

IEQ Capital first reported a position in JBBB in Q3 2025 and held it in 2 quarters. The position peaked at $339K in Q4 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

IEQ Capital reported no remaining Janus Henderson B-BBB CLO ETF position as of Q1 2026 after selling out during the quarter.
IEQ Capital sold 7,110 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $339K.
IEQ Capital first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2025 and held it in 2 quarters.
IEQ Capital's Janus Henderson B-BBB CLO ETF position peaked at $339K in Q4 2025.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.