Mount Yale Investment Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Mount Yale Investment 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	$300K	Sell	6,644 -3,024	-31%	-$137K	0.01%	976
2026 Q1	$438K	Sell	9,668 -161,310	-94%	-$7.39M	0.01%	762
2025 Q4	$7.81M	Buy	170,978 +2,325	+1%	+$106K	0.38%	54
2025 Q3	$7.7M	Buy	+168,653	New	+$7.6M	0.54%	40

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

Mount Yale Investment Advisors's JMBS Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 31% in Q2 2026, selling an estimated $137K and leaving 6,644 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #976.

Mount Yale Investment Advisors first reported a position in JMBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.81M in Q4 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Mount Yale Investment Advisors held 6,644 shares of Janus Henderson Mortgage-Backed Securities ETF worth $300K as of Q2 2026.
Mount Yale Investment Advisors sold 3,024 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $137K.
Janus Henderson Mortgage-Backed Securities ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #976 holding.
Mount Yale Investment Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $7.81M in Q4 2025.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.