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

Liberty 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
2024
Q3 		– Sell
-17,414
Closed -$17K – 235
2024
Q2 		$17K Buy
+17,414
New +$772K ﹤0.01% 229

Other funds holding JMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Liberty Wealth Management's JMBS Position: Q3 2024 in Review

Liberty Wealth Management sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2024, closing a stake of 17,414 shares — an estimated $17K sold.

Liberty Wealth Management first reported a position in JMBS in Q2 2024 and held it in 1 quarter. The position peaked at $17K in Q2 2024. 203 funds tracked by Wall St. Rank hold JMBS as of Q3 2024.

  • Liberty Wealth Management reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q3 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 17,414 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2024, an estimated $17K.
  • Liberty Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and held it in 1 quarter.
  • Liberty Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $17K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.