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

Lodestone 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
2026
Q1 		– Sell
-35
Closed -$1.6K – 801
2025
Q4 		$1.6K Buy
+35
New +$1.6K ﹤0.01% 701

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Lodestone Wealth Management's JMBS Position: Q1 2026 in Review

Lodestone Wealth Management sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q1 2026, closing a stake of 35 shares — an estimated $1.6K sold.

Lodestone Wealth Management first reported a position in JMBS in Q4 2025 and held it in 1 quarter. The position peaked at $1.6K in Q4 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

  • Lodestone Wealth Management reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 35 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $1.6K.
  • Lodestone Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2025 and held it in 1 quarter.
  • Lodestone Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $1.6K in Q4 2025.
  • 270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.