IVC Wealth Advisors
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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
Q3 		$7.28M Buy
172,346
+15,388
+10% +$680K 2.92% 8
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

IVC Wealth Advisors's JMBS Position: Q3 2026 in Review

IVC Wealth Advisors increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 9.8% in Q3 2026, buying an estimated $680K and bringing the position to 172,346 shares worth $7.28M. The position accounts for 2.92% of the portfolio, ranked #8.

IVC Wealth Advisors first reported a position in JMBS in Q3 2024 and has held it in 9 quarters since. 173 funds tracked by Wall St. Rank hold JMBS as of Q3 2026.

  • IVC Wealth Advisors held 172,346 shares of Janus Henderson Mortgage-Backed Securities ETF worth $7.28M as of Q3 2026.
  • IVC Wealth Advisors bought 15,388 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $680K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 2.92% of IVC Wealth Advisors's portfolio in Q3 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 9 quarters since.
  • 173 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.