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Independent Financial Group’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Independent Financial Group’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 		$458K Sell
10,187
-3,350
-25% -$151K 0.01% 1038
2026
Q1 		$612K Buy
13,537
+9,038
+201% +$414K 0.01% 825
2025
Q4 		$206K Buy
+4,499
New +$206K ﹤0.01% 1336
2024
Q4 		– Sell
-8,562
Closed -$399K – 1201
2024
Q3 		$399K Buy
+8,562
New +$394K 0.01% 750

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

Independent Financial Group's JMBS Position: Q2 2026 in Review

Independent Financial Group reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 25% in Q2 2026, selling an estimated $151K and leaving 10,187 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #1038.

Independent Financial Group first reported a position in JMBS in Q3 2024 and has held it in 4 quarters since. The position peaked at $612K in Q1 2026. 269 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Independent Financial Group held 10,187 shares of Janus Henderson Mortgage-Backed Securities ETF worth $458K as of Q2 2026.
  • Independent Financial Group sold 3,350 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $151K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1038 holding.
  • Independent Financial Group first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2024 and has held it in 4 quarters since.
  • Independent Financial Group's Janus Henderson Mortgage-Backed Securities ETF position peaked at $612K in Q1 2026.
  • 269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.