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Legacy Capital Wealth Partners’s John Hancock Mortgage-Backed Securities ETF JHMB Stock Holding History

Legacy Capital Wealth Partners’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
2026
Q1 		$399K Hold
18,113
– – 0.08% 246
2025
Q4 		$401K Sell
18,113
-368
-2% -$8.2K 0.09% 241
2025
Q3 		$409K Hold
18,481
– – 0.09% 244
2025
Q2 		$404K Buy
18,481
+606
+3% +$13.1K 0.09% 245
2025
Q1 		$391K Buy
17,875
+846
+5% +$18.3K 0.1% 235
2024
Q4 		$366K Buy
+17,029
New +$372K 0.09% 234

Other funds holding JHMB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Legacy Capital Wealth Partners's JHMB Position: Q1 2026 in Review

Legacy Capital Wealth Partners held its John Hancock Mortgage-Backed Securities ETF (JHMB) position steady in Q1 2026 at 18,113 shares worth $399K. The position accounts for 0.08% of the portfolio, ranked #246.

Legacy Capital Wealth Partners first reported a position in JHMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $409K in Q3 2025. 36 funds tracked by Wall St. Rank hold JHMB as of Q1 2026.

  • Legacy Capital Wealth Partners held 18,113 shares of John Hancock Mortgage-Backed Securities ETF worth $399K as of Q1 2026.
  • Legacy Capital Wealth Partners left its John Hancock Mortgage-Backed Securities ETF share count unchanged in Q1 2026.
  • John Hancock Mortgage-Backed Securities ETF made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #246 holding.
  • Legacy Capital Wealth Partners first reported a position in John Hancock Mortgage-Backed Securities ETF in Q4 2024 and has held it in 6 quarters since.
  • Legacy Capital Wealth Partners's John Hancock Mortgage-Backed Securities ETF position peaked at $409K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held John Hancock Mortgage-Backed Securities ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.