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

Mutual 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	$640K	Hold	14,171	–	–	0.01%	771
2025 Q4	$647K	Hold	14,171	–	–	0.01%	752
2025 Q3	$653K	Hold	14,171	–	–	0.01%	735
2025 Q2	$633K	Hold	14,171	–	–	0.02%	676
2025 Q1	$635K	Buy	+14,171	New	+$632K	0.02%	610
2023 Q4	–	Sell	-4,755	Closed	-$206K	–	1043
2023 Q3	$206K	Sell	4,755 -470	-9%	-$21K	0.01%	911
2023 Q2	$239K	Hold	5,225	–	–	0.01%	884
2023 Q1	$244K	Sell	5,225 -12,655	-71%	-$586K	0.01%	846
2022 Q4	$813K	Buy	+17,880	New	+$808K	0.04%	469

Other funds holding JMBS

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mutual Advisors's JMBS Position: Q1 2026 in Review

Mutual Advisors held its Janus Henderson Mortgage-Backed Securities ETF (JMBS) position steady in Q1 2026 at 14,171 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #771.

Mutual Advisors first reported a position in JMBS in Q4 2022 and has held it in 9 quarters since. The position peaked at $813K in Q4 2022. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

Mutual Advisors held 14,171 shares of Janus Henderson Mortgage-Backed Securities ETF worth $640K as of Q1 2026.
Mutual Advisors left its Janus Henderson Mortgage-Backed Securities ETF share count unchanged in Q1 2026.
Janus Henderson Mortgage-Backed Securities ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #771 holding.
Mutual Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2022 and has held it in 9 quarters since.
Mutual Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $813K in Q4 2022.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.