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

KWB Wealth’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	$18.9M	Sell	420,361 -199,827	-32%	-$9.03M	1.62%	17
2026 Q1	$28.3M	Sell	620,188 -70,349	-10%	-$3.22M	2.8%	7
2025 Q4	$31.6M	Buy	690,537 +605,298	+710%	+$27.7M	2.99%	7
2025 Q3	$3.84M	Buy	85,239 +6,829	+9%	+$308K	0.42%	45
2025 Q2	$3.54M	Sell	78,410 -13,544	-15%	-$603K	0.43%	44
2025 Q1	$4.06M	Buy	91,954 +16,756	+22%	+$748K	0.49%	38
2024 Q4	$3.51M	Buy	75,198 +3,058	+4%	+$138K	0.43%	32
2024 Q3	$3.22M	Buy	72,140 +10,454	+17%	+$480K	0.42%	34
2024 Q2	$2.78M	Sell	61,686 -2,366	-4%	-$105K	0.38%	34
2024 Q1	$2.89M	Buy	64,052 +6,749	+12%	+$305K	0.39%	34
2023 Q4	$2.63M	Sell	57,303 -9,393	-14%	-$411K	0.38%	33
2023 Q3	$3.05M	Sell	66,696 -2,199	-3%	-$98.4K	0.49%	30
2023 Q2	$3.15M	Buy	68,895 +27,344	+66%	+$1.26M	0.5%	30
2023 Q1	$1.89M	Buy	41,551 +37	+0.1%	+$1.71K	0.35%	34
2022 Q4	$1.89M	Buy	41,514 +35,749	+620%	+$1.62M	0.36%	33
2022 Q3	$260K	Buy	5,765 +1,532	+36%	+$73.2K	0.05%	89
2022 Q2	$203K	Buy	+4,233	New	+$204K	0.04%	101

Other funds holding JMBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Cypress Financial Planning Haddon Heights, New Jersey $408M AUM 13.08% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return