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

Inspirion Wealth 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 		$38.2M Buy
850,946
+84,823
+11% +$3.83M 4.37% 7
2026
Q1 		$34.6M Buy
766,123
+112,401
+17% +$5.15M 4.31% 7
2025
Q4 		$29.9M Buy
653,722
+330,114
+102% +$15.1M 3.66% 7
2025
Q3 		$15.1M Sell
323,608
-193,642
-37% -$8.73M 2.11% 14
2025
Q2 		$23.3M Buy
517,250
+21,002
+4% +$935K 3.08% 13
2025
Q1 		$22.4M Buy
496,248
+97,360
+24% +$4.34M 3.12% 12
2024
Q4 		$17.5M Buy
398,888
+75,280
+23% +$3.4M 2.45% 14
2024
Q3 		$15.1M Sell
323,608
-99,669
-24% -$4.58M 2.11% 14
2024
Q2 		$18.9M Buy
423,277
+14,531
+4% +$644K 2.89% 13
2024
Q1 		$18.4M Buy
408,746
+193,968
+90% +$8.76M 3.05% 13
2023
Q4 		$9.81M Buy
214,778
+5,989
+3% +$262K 1.77% 15
2023
Q3 		$9.06M Buy
208,789
+66,709
+47% +$2.99M 1.77% 15
2023
Q2 		$6.5M Buy
142,080
+21,912
+18% +$1.01M 1.25% 17
2023
Q1 		$5.61M Sell
120,168
-4,395
-4% -$204K 1.13% 18
2022
Q4 		$5.66M Sell
124,563
-10,803
-8% -$488K 1.2% 19
2022
Q3 		$6.09M Sell
135,366
-1,765
-1% -$84.3K 1.37% 19
2022
Q2 		$6.58M Sell
137,131
-21,259
-13% -$1.03M 1.44% 18
2022
Q1 		$7.91M Sell
158,390
-21,995
-12% -$1.13M 1.62% 17
2021
Q4 		$9.5M Buy
180,385
+80,050
+80% +$4.23M 2% 13
2021
Q3 		$5.33M Buy
100,335
+82,295
+456% +$4.38M 1.23% 18
2021
Q2 		$959K Sell
18,040
-10,191
-36% -$542K 0.24% 40
2021
Q1 		$1.5M Buy
+28,231
New +$1.51M 0.4% 28

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 $72.2B AUM 27.85% 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

Inspirion Wealth Advisors's JMBS Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 11% in Q2 2026, buying an estimated $3.83M and bringing the position to 850,946 shares worth $38.2M. The position accounts for 4.37% of the portfolio, ranked #7.

Inspirion Wealth Advisors first reported a position in JMBS in Q1 2021 and has held it in 22 quarters since. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Inspirion Wealth Advisors held 850,946 shares of Janus Henderson Mortgage-Backed Securities ETF worth $38.2M as of Q2 2026.
  • Inspirion Wealth Advisors bought 84,823 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $3.83M.
  • Janus Henderson Mortgage-Backed Securities ETF made up 4.37% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Inspirion Wealth Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2021 and has held it in 22 quarters since.
  • 270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.