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

Inspire 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
2024 Q4	–	Sell	-38,172	Closed	-$1.78M	–	443
2024 Q3	$1.78M	Sell	38,172 -5,049	-12%	-$232K	0.22%	64
2024 Q2	$1.93M	Buy	43,221 +1,759	+4%	+$78K	0.26%	40
2024 Q1	$1.87M	Buy	41,462 +4,253	+11%	+$192K	0.26%	35
2023 Q4	$1.71M	Buy	37,209 +5,367	+17%	+$235K	0.26%	28
2023 Q3	$1.38M	Buy	31,842 +8,856	+39%	+$396K	0.24%	39
2023 Q2	$1.05M	Buy	+22,986	New	+$1.06M	0.2%	37

Other funds holding JMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Inspire Advisors's JMBS Position: Q4 2024 in Review

Inspire Advisors sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2024, closing a stake of 38,172 shares — an estimated $1.78M sold.

Inspire Advisors first reported a position in JMBS in Q2 2023 and held it in 6 quarters. The position peaked at $1.93M in Q2 2024. 214 funds tracked by Wall St. Rank hold JMBS as of Q4 2024.

Inspire Advisors reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2024 after selling out during the quarter.
Inspire Advisors sold 38,172 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2024, an estimated $1.78M.
Inspire Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2023 and held it in 6 quarters.
Inspire Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $1.93M in Q2 2024.
214 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2024.

Based on Inspire Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.