IHT Wealth Management’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

IHT Wealth Management’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	$355K	Sell	7,504 -270	-3%	-$12.8K	0.01%	958
2026 Q1	$362K	Sell	7,774 -137	-2%	-$6.51K	0.01%	941
2025 Q4	$377K	Sell	7,911 -304	-4%	-$14.6K	0.01%	878
2025 Q3	$396K	Buy	8,215 +375	+5%	+$18.1K	0.01%	824
2025 Q2	$378K	Sell	7,840 -475	-6%	-$22.8K	0.01%	796
2025 Q1	$405K	Buy	+8,315	New	+$408K	0.01%	740

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

IHT Wealth Management's JBBB Position: Q2 2026 in Review

IHT Wealth Management reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 3.5% in Q2 2026, selling an estimated $12.8K and leaving 7,504 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #958.

IHT Wealth Management first reported a position in JBBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $405K in Q1 2025. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

IHT Wealth Management held 7,504 shares of Janus Henderson B-BBB CLO ETF worth $355K as of Q2 2026.
IHT Wealth Management sold 270 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $12.8K.
Janus Henderson B-BBB CLO ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #958 holding.
IHT Wealth Management first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2025 and has held it in 6 quarters since.
IHT Wealth Management's Janus Henderson B-BBB CLO ETF position peaked at $405K in Q1 2025.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.