IHT Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

IHT Wealth Management’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	–	Sell	-40,355	Closed	-$1.82M	–	1314
2026 Q1	$1.82M	Buy	40,355 +9,547	+31%	+$437K	0.04%	399
2025 Q4	$1.41M	Sell	30,808 -379	-1%	-$17.3K	0.03%	443
2025 Q3	$1.42M	Buy	31,187 +1,392	+5%	+$62.8K	0.04%	428
2025 Q2	$1.34M	Buy	29,795 +1,677	+6%	+$74.6K	0.04%	422
2025 Q1	$1.27M	Sell	28,118 -3,002	-10%	-$134K	0.04%	408
2024 Q4	$1.37M	Buy	31,120 +6,639	+27%	+$299K	0.04%	353
2024 Q3	$1.14M	Sell	24,481 -5,309	-18%	-$244K	0.03%	466
2024 Q2	$1.33M	Buy	+29,790	New	+$1.32M	0.05%	355

Other funds holding JMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

IHT Wealth Management sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026, closing a stake of 40,355 shares — an estimated $1.82M sold.

IHT Wealth Management first reported a position in JMBS in Q2 2024 and held it in 8 quarters. The position peaked at $1.82M in Q1 2026. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

IHT Wealth Management reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
IHT Wealth Management sold 40,355 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.82M.
IHT Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and held it in 8 quarters.
IHT Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $1.82M in Q1 2026.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

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