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LifeSteps Financial’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

LifeSteps Financial’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 		$128K Buy
+2,835
New +$128K 0.06% 131

Other funds holding JMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

LifeSteps Financial's JMBS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026: 2,835 shares worth $128K. The stake represents 0.06% of the portfolio and ranks #131 among its holdings.

103 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • LifeSteps Financial held 2,835 shares of Janus Henderson Mortgage-Backed Securities ETF worth $128K as of Q2 2026.
  • Janus Henderson Mortgage-Backed Securities ETF was a new LifeSteps Financial position in Q2 2026.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.06% of LifeSteps Financial's portfolio in Q2 2026, its #131 holding.
  • 103 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.