JFS Wealth Advisors’s Rambus RMBS Stock Holding History

JFS Wealth Advisors’s Portfolio RMBS Stock Details RMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.7K	Buy	103 +3	+3%	+$390	﹤0.01%	874
2026 Q1	$8.6K	Sell	100 -5	-5%	-$499	﹤0.01%	1006
2025 Q4	$9.65K	Buy	105 +29	+38%	+$2.85K	﹤0.01%	993
2025 Q3	$7.92K	Buy	76 +13	+21%	+$1K	﹤0.01%	967
2025 Q2	$4.03K	Sell	63 -6	-9%	-$321	﹤0.01%	1154
2025 Q1	$3.57K	Buy	69 +11	+19%	+$646	﹤0.01%	1258
2024 Q4	$3.07K	Sell	58 -16	-22%	-$816	﹤0.01%	1314
2024 Q3	$3.13K	Buy	74 +1	+1%	+$48	﹤0.01%	1298
2024 Q2	$4.29K	Buy	73 +15	+26%	+$857	﹤0.01%	1124
2024 Q1	$3.58K	Sell	58 -63	-52%	-$3.99K	﹤0.01%	1230
2023 Q4	$8.26K	Hold	121	–	–	﹤0.01%	840
2023 Q3	$6.75K	Hold	121	–	–	﹤0.01%	868
2023 Q2	$7.76K	Hold	121	–	–	﹤0.01%	816
2023 Q1	$6.2K	Sell	121 -2	-2%	-$86	﹤0.01%	903
2022 Q4	$4.41K	Buy	123 +63	+105%	+$2.13K	﹤0.01%	1040
2022 Q3	$2K	Buy	60 +37	+161%	+$925	﹤0.01%	1380
2022 Q2	$0	Sell	23 -35	-60%	-$866	﹤0.01%	1907
2022 Q1	$2K	Buy	58 +34	+142%	+$941	﹤0.01%	1478
2021 Q4	$1K	Buy	+24	New	+$610	﹤0.01%	1533

Other funds holding RMBS

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return