Millstone Evans Group’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Millstone Evans Group’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	$7.47K	Hold	166	–	–	﹤0.01%	630
2026 Q1	$7.5K	Hold	166	–	–	﹤0.01%	603
2025 Q4	$7.58K	Hold	166	–	–	﹤0.01%	591
2025 Q3	$7.58K	Hold	166	–	–	﹤0.01%	574
2025 Q2	$7.48K	Hold	166	–	–	0.01%	552
2025 Q1	$7.5K	Hold	166	–	–	0.01%	552
2024 Q4	$7.33K	Buy	+166	New	+$7.49K	0.01%	529

Other funds holding JMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millstone Evans Group's JMBS Position: Q2 2026 in Review

Millstone Evans Group held its Janus Henderson Mortgage-Backed Securities ETF (JMBS) position steady in Q2 2026 at 166 shares worth $7.47K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Millstone Evans Group first reported a position in JMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.58K in Q4 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Millstone Evans Group held 166 shares of Janus Henderson Mortgage-Backed Securities ETF worth $7.47K as of Q2 2026.
Millstone Evans Group left its Janus Henderson Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Janus Henderson Mortgage-Backed Securities ETF made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #630 holding.
Millstone Evans Group first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's Janus Henderson Mortgage-Backed Securities ETF position peaked at $7.58K in Q4 2025.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.