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

MONECO 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 Q2	$5.41M	Sell	120,289 -18,937	-14%	-$856K	0.33%	61
2026 Q1	$6.29M	Sell	139,226 -3,986	-3%	-$183K	0.49%	42
2025 Q4	$6.54M	Buy	143,212 +18,394	+15%	+$842K	0.52%	39
2025 Q3	$5.7M	Buy	124,818 +33,261	+36%	+$1.5M	0.48%	41
2025 Q2	$4.12M	Buy	91,557 +32,455	+55%	+$1.44M	0.38%	51
2025 Q1	$2.67M	Buy	59,102 +25,252	+75%	+$1.13M	0.28%	82
2024 Q4	$1.5M	Sell	33,850 -4,072	-11%	-$184K	0.16%	139
2024 Q3	$1.77M	Sell	37,922 -15,958	-30%	-$733K	0.22%	113
2024 Q2	$2.41M	Buy	+53,880	New	+$2.39M	0.35%	79

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

MONECO Advisors's JMBS Position: Q2 2026 in Review

MONECO Advisors reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 14% in Q2 2026, selling an estimated $856K and leaving 120,289 shares worth $5.41M. The position accounts for 0.33% of the portfolio, ranked #61.

MONECO Advisors first reported a position in JMBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.54M in Q4 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

MONECO Advisors held 120,289 shares of Janus Henderson Mortgage-Backed Securities ETF worth $5.41M as of Q2 2026.
MONECO Advisors sold 18,937 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $856K.
Janus Henderson Mortgage-Backed Securities ETF made up 0.33% of MONECO Advisors's portfolio in Q2 2026, its #61 holding.
MONECO Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and has held it in 9 quarters since.
MONECO Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $6.54M in Q4 2025.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.