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

IVC 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 		$7.06M Buy
156,958
+14,118
+10% +$638K 2.75% 8
2026
Q1 		$6.45M Buy
142,840
+9,536
+7% +$437K 2.8% 8
2025
Q4 		$6.09M Buy
133,304
+7,914
+6% +$362K 2.65% 8
2025
Q3 		$5.73M Buy
125,390
+34,321
+38% +$1.55M 2.56% 9
2025
Q2 		$4.1M Buy
91,069
+62,022
+214% +$2.76M 2% 10
2025
Q1 		$1.31M Buy
29,047
+19,938
+219% +$889K 0.71% 34
2024
Q4 		$402K Buy
9,109
+592
+7% +$26.7K 0.23% 87
2024
Q3 		$397K Buy
+8,517
New +$391K 0.22% 97

Other funds holding JMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

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

IVC Wealth Advisors increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 9.9% in Q2 2026, buying an estimated $638K and bringing the position to 156,958 shares worth $7.06M. The position accounts for 2.75% of the portfolio, ranked #8.

IVC Wealth Advisors first reported a position in JMBS in Q3 2024 and has held it in 8 quarters since. 42 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • IVC Wealth Advisors held 156,958 shares of Janus Henderson Mortgage-Backed Securities ETF worth $7.06M as of Q2 2026.
  • IVC Wealth Advisors bought 14,118 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $638K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 2.75% of IVC Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • IVC Wealth Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2024 and has held it in 8 quarters since.
  • 42 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.