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M Wealth Management LLC’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

M Wealth Management LLC’s Portfolio JBBB Stock Details JBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,025
Closed -$391K – 48
2025
Q1 		$391K Hold
8,025
– – 0.36% 30
2024
Q4 		$395K Buy
+8,025
New +$395K 0.36% 29