Mercer Global Advisors
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Mercer Global Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Mercer Global Advisors’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 		$257K Buy
+5,692
New +$261K ﹤0.01% 2587
2025
Q2 		– Sell
-9,423
Closed -$426K – 2322
2025
Q1 		$426K Buy
9,423
+1,503
+19% +$67.1K ﹤0.01% 1560
2024
Q4 		$350K Sell
7,920
-2,151
-21% -$97K ﹤0.01% 1651
2024
Q3 		$470K Sell
10,071
-1,899
-16% -$87.3K ﹤0.01% 1364
2024
Q2 		$534K Sell
11,970
-2,312
-16% -$102K ﹤0.01% 1275
2024
Q1 		$644K Buy
14,282
+4,159
+41% +$188K ﹤0.01% 1147
2023
Q4 		$465K Buy
10,123
+156
+2% +$6.83K ﹤0.01% 1363
2023
Q3 		$433K Sell
9,967
-1,966
-16% -$88K ﹤0.01% 1323
2023
Q2 		$546K Sell
11,933
-216
-2% -$9.97K ﹤0.01% 1185
2023
Q1 		$567K Sell
12,149
-5,795
-32% -$268K ﹤0.01% 1141
2022
Q4 		$816K Sell
17,944
-4,660
-21% -$211K ﹤0.01% 1000
2022
Q3 		$1.02M Sell
22,604
-7,608
-25% -$363K 0.01% 834
2022
Q2 		$1.45M Sell
30,212
-12,001
-28% -$579K 0.01% 698
2022
Q1 		$2.11M Sell
42,213
-20,074
-32% -$1.03M 0.01% 637
2021
Q4 		$3.28M Sell
62,287
-11,459
-16% -$606K 0.02% 474
2021
Q3 		$3.92M Sell
73,746
-7,832
-10% -$417K 0.03% 422
2021
Q2 		$4.33M Sell
81,578
-85,830
-51% -$4.56M 0.03% 355
2021
Q1 		$8.88M Buy
+167,408
New +$8.94M 0.08% 196

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Mercer Global Advisors's JMBS Position: Q1 2026 in Review

Mercer Global Advisors opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q1 2026: 5,692 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #2587 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in JMBS as recently as Q1 2025.

Mercer Global Advisors first reported a position in JMBS in Q1 2021 and has held it in 18 quarters since. The position peaked at $8.88M in Q1 2021. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

  • Mercer Global Advisors held 5,692 shares of Janus Henderson Mortgage-Backed Securities ETF worth $257K as of Q1 2026.
  • Janus Henderson Mortgage-Backed Securities ETF was a new Mercer Global Advisors position in Q1 2026.
  • Janus Henderson Mortgage-Backed Securities ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2587 holding.
  • Mercer Global Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2021 and has held it in 18 quarters since.
  • Mercer Global Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $8.88M in Q1 2021.
  • 270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.