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

NewEdge 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	$800K	Buy	17,791 +787	+5%	+$35.6K	﹤0.01%	1811
2026 Q1	$768K	Sell	17,004 -15,344	-47%	-$703K	﹤0.01%	1665
2025 Q4	$1.48M	Sell	32,348 -27,325	-46%	-$1.25M	0.01%	1233
2025 Q3	$2.73M	Buy	59,673 +4,194	+8%	+$189K	0.01%	863
2025 Q2	$2.5M	Buy	55,479 +29,263	+112%	+$1.3M	0.01%	826
2025 Q1	$1.18M	Buy	26,216 +20,435	+353%	+$912K	0.01%	1099
2024 Q4	$255K	Buy	5,781 +5,326	+1,171%	+$240K	﹤0.01%	1963
2024 Q3	$21.2K	Buy	455 +68	+18%	+$3.13K	﹤0.01%	2699
2024 Q2	$17.3K	Buy	+387	New	+$17.2K	﹤0.01%	2669

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

NewEdge Advisors's JMBS Position: Q2 2026 in Review

NewEdge Advisors increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 4.6% in Q2 2026, buying an estimated $35.6K and bringing the position to 17,791 shares worth $800K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

NewEdge Advisors first reported a position in JMBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.73M in Q3 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

NewEdge Advisors held 17,791 shares of Janus Henderson Mortgage-Backed Securities ETF worth $800K as of Q2 2026.
NewEdge Advisors bought 787 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $35.6K.
Janus Henderson Mortgage-Backed Securities ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1811 holding.
NewEdge Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and has held it in 9 quarters since.
NewEdge Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $2.73M in Q3 2025.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

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