IFG Advisory’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

IFG Advisory’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 Q2	$292K	Buy	+6,157	New	+$291K	0.01%	754
2026 Q1	–	Sell	-6,500	Closed	-$310K	–	635
2025 Q4	$310K	Sell	6,500 -266	-4%	-$12.7K	0.01%	629
2025 Q3	$326K	Buy	6,766 +9	+0.1%	+$434	0.01%	617
2025 Q2	$326K	Sell	6,757 -1,990	-23%	-$95.5K	0.02%	585
2025 Q1	$426K	Buy	8,747 +1,443	+20%	+$70.9K	0.02%	466
2024 Q4	$359K	Buy	+7,304	New	+$359K	0.02%	493
2024 Q3	–	Sell	-8,310	Closed	-$409K	–	515
2024 Q2	$409K	Buy	+8,310	New	+$407K	0.03%	438

Other funds holding JBBB

Jupiter Topco New York $245B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCM

TT Capital Management Coto De Caza, California $128M AUM 0.83% 1-Year Est. Return

Markowski Investments Tampa, Florida $454M AUM

OPAM

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

IFG Advisory's JBBB Position: Q2 2026 in Review

IFG Advisory opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2026: 6,157 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: IFG Advisory previously reported a position in JBBB as recently as Q4 2025.

IFG Advisory first reported a position in JBBB in Q2 2024 and has held it in 7 quarters since. The position peaked at $426K in Q1 2025. 193 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

IFG Advisory held 6,157 shares of Janus Henderson B-BBB CLO ETF worth $292K as of Q2 2026.
Janus Henderson B-BBB CLO ETF was a new IFG Advisory position in Q2 2026.
Janus Henderson B-BBB CLO ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #754 holding.
IFG Advisory first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 7 quarters since.
IFG Advisory's Janus Henderson B-BBB CLO ETF position peaked at $426K in Q1 2025.
193 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.