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Kiker Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Kiker Wealth Management’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
2025
Q2 		– Sell
-27
Closed -$1.22K – 717
2025
Q1 		$1.22K Buy
+27
New +$1.21K ﹤0.01% 591

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kiker Wealth Management's JMBS Position: Q2 2025 in Review

Kiker Wealth Management sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2025, closing a stake of 27 shares — an estimated $1.22K sold.

Kiker Wealth Management first reported a position in JMBS in Q1 2025 and held it in 1 quarter. The position peaked at $1.22K in Q1 2025. 218 funds tracked by Wall St. Rank hold JMBS as of Q2 2025.

  • Kiker Wealth Management reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 27 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $1.22K.
  • Kiker Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2025 and held it in 1 quarter.
  • Kiker Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $1.22K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2025.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.