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 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

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

IFG Advisory's JBBB Position: Q1 2026 in Review

IFG Advisory sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026, closing a stake of 6,500 shares — an estimated $310K sold.

IFG Advisory first reported a position in JBBB in Q2 2024 and held it in 6 quarters. The position peaked at $426K in Q1 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

IFG Advisory reported no remaining Janus Henderson B-BBB CLO ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 6,500 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $310K.
IFG Advisory first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and held it in 6 quarters.
IFG Advisory's Janus Henderson B-BBB CLO ETF position peaked at $426K in Q1 2025.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.