Mariner Independent Advisor Network’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	–	Sell	-34,130	Closed	-$1.64M	–	575
2022 Q2	$1.64M	Sell	34,130 -71,830	-68%	-$3.47M	0.07%	283
2022 Q1	$5.25M	Buy	105,960 +6,416	+6%	+$329K	0.2%	126
2021 Q4	$5.24M	Sell	99,544 -6,558	-6%	-$347K	0.25%	98
2021 Q3	$5.64M	Buy	106,102 +2,360	+2%	+$126K	0.28%	94
2021 Q2	$5.51M	Buy	103,742 +66,767	+181%	+$3.55M	0.25%	100
2021 Q1	$1.96M	Buy	+36,975	New	+$1.97M	0.1%	208

Other funds holding JMBS

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Divergent Planning Bethesda, Maryland $392M AUM 13.55% 1-Year Est. Return

Mariner Independent Advisor Network's JMBS Position: Q3 2022 in Review

Mariner Independent Advisor Network sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2022, closing a stake of 34,130 shares — an estimated $1.64M sold.

Mariner Independent Advisor Network first reported a position in JMBS in Q1 2021 and held it in 6 quarters. The position peaked at $5.64M in Q3 2021. 92 funds tracked by Wall St. Rank hold JMBS as of Q3 2022.

Mariner Independent Advisor Network reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q3 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 34,130 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2022, an estimated $1.64M.
Mariner Independent Advisor Network first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2021 and held it in 6 quarters.
Mariner Independent Advisor Network's Janus Henderson Mortgage-Backed Securities ETF position peaked at $5.64M in Q3 2021.
92 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.