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

Laidlaw 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
2021
Q4 		– Sell
-8,970
Closed -$477K – 408
2021
Q3 		$477K Sell
8,970
-5,693
-39% -$303K 0.12% 155
2021
Q2 		$779K Buy
14,663
+123
+0.8% +$6.54K 0.2% 110
2021
Q1 		$771K Buy
14,540
+7,235
+99% +$386K 0.26% 94
2020
Q4 		$391K Buy
+7,305
New +$391K 0.08% 228

Other funds holding JMBS

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
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
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laidlaw Wealth Management's JMBS Position: Q4 2021 in Review

Laidlaw Wealth Management sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2021, closing a stake of 8,970 shares — an estimated $477K sold.

Laidlaw Wealth Management first reported a position in JMBS in Q4 2020 and held it in 4 quarters. The position peaked at $779K in Q2 2021. 92 funds tracked by Wall St. Rank hold JMBS as of Q4 2021.

  • Laidlaw Wealth Management reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 8,970 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2021, an estimated $477K.
  • Laidlaw Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2020 and held it in 4 quarters.
  • Laidlaw Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $779K in Q2 2021.
  • 92 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2021.

Based on Laidlaw Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.