Key Client Fiduciary Advisors’s John Hancock Mortgage-Backed Securities ETF JHMB Stock Holding History

Key Client Fiduciary Advisors’s Portfolio JHMB Stock Details JHMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,405	Closed	-$224K	–	177
2023 Q2	$224K	Buy	+10,405	New	+$226K	0.13%	158

Other funds holding JHMB

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Key Client Fiduciary Advisors's JHMB Position: Q3 2023 in Review

Key Client Fiduciary Advisors sold out of John Hancock Mortgage-Backed Securities ETF (JHMB) in Q3 2023, closing a stake of 10,405 shares — an estimated $224K sold.

Key Client Fiduciary Advisors first reported a position in JHMB in Q2 2023 and held it in 1 quarter. The position peaked at $224K in Q2 2023. 4 funds tracked by Wall St. Rank hold JHMB as of Q3 2023.

Key Client Fiduciary Advisors reported no remaining John Hancock Mortgage-Backed Securities ETF position as of Q3 2023 after selling out during the quarter.
Key Client Fiduciary Advisors sold 10,405 John Hancock Mortgage-Backed Securities ETF shares in Q3 2023, an estimated $224K.
Key Client Fiduciary Advisors first reported a position in John Hancock Mortgage-Backed Securities ETF in Q2 2023 and held it in 1 quarter.
Key Client Fiduciary Advisors's John Hancock Mortgage-Backed Securities ETF position peaked at $224K in Q2 2023.
4 funds tracked by Wall St. Rank held John Hancock Mortgage-Backed Securities ETF as of Q3 2023.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.