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IFP Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

IFP Advisors’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
2026
Q2 		$5.66M Buy
125,774
+108,717
+637% +$4.92M 0.1% 217
2026
Q1 		$771K Buy
17,057
+15,015
+735% +$688K 0.02% 790
2025
Q4 		$93.3K Sell
2,042
-465
-19% -$21.3K ﹤0.01% 1846
2025
Q3 		$114K Buy
2,507
+311
+14% +$14K ﹤0.01% 1595
2025
Q2 		$98.9K Sell
2,196
-806
-27% -$35.9K ﹤0.01% 1643
2025
Q1 		$136K Sell
3,002
-789
-21% -$35.2K ﹤0.01% 1359
2024
Q4 		$168K Buy
3,791
+214
+6% +$9.65K 0.01% 1212
2024
Q3 		$167K Sell
3,577
-1,431
-29% -$65.8K 0.01% 1173
2024
Q2 		$224K Buy
5,008
+523
+12% +$23.2K 0.01% 990
2024
Q1 		$202K Buy
4,485
+466
+12% +$21.1K 0.01% 995
2023
Q4 		$185K Sell
4,019
-10,194
-72% -$446K 0.01% 986
2023
Q3 		$617K Sell
14,213
-2,045
-13% -$91.5K 0.03% 522
2023
Q2 		$744K Buy
16,258
+2,253
+16% +$104K 0.03% 523
2023
Q1 		$701K Buy
14,005
+6,778
+94% +$314K 0.03% 486
2022
Q4 		$365K Buy
7,227
+2,182
+43% +$98.6K 0.01% 1040
2022
Q3 		$253K Sell
5,045
-11
-0.2% -$525 0.01% 1280
2022
Q2 		$254K Hold
5,056
– – 0.01% 1161
2022
Q1 		$254K Buy
5,056
+4,644
+1,127% +$238K 0.01% 1161
2021
Q4 		$22K Sell
412
-159
-28% -$8.4K ﹤0.01% 1900
2021
Q3 		$30K Buy
+571
New +$30.4K ﹤0.01% 1802
2020
Q2 		– Sell
-2,088
Closed -$111K – 2840
2020
Q1 		$107K Buy
+2,088
New +$109K 0.01% 797

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFP Advisors's JMBS Position: Q2 2026 in Review

IFP Advisors increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 637% in Q2 2026, buying an estimated $4.92M and bringing the position to 125,774 shares worth $5.66M. The position accounts for 0.1% of the portfolio, ranked #217.

IFP Advisors first reported a position in JMBS in Q1 2020 and has held it in 21 quarters since. 269 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • IFP Advisors held 125,774 shares of Janus Henderson Mortgage-Backed Securities ETF worth $5.66M as of Q2 2026.
  • IFP Advisors bought 108,717 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $4.92M.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.1% of IFP Advisors's portfolio in Q2 2026, its #217 holding.
  • IFP Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2020 and has held it in 21 quarters since.
  • 269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.