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

NewEdge Wealth’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 		$6.82M Sell
151,505
-13,599
-8% -$615K 0.07% 190
2026
Q1 		$7.46M Buy
+165,104
New +$7.56M 0.09% 161

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Wealth's JMBS Position: Q2 2026 in Review

NewEdge Wealth reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 8.2% in Q2 2026, selling an estimated $615K and leaving 151,505 shares worth $6.82M. The position accounts for 0.07% of the portfolio, ranked #190.

NewEdge Wealth first reported a position in JMBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.46M in Q1 2026. 269 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • NewEdge Wealth held 151,505 shares of Janus Henderson Mortgage-Backed Securities ETF worth $6.82M as of Q2 2026.
  • NewEdge Wealth sold 13,599 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $615K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.07% of NewEdge Wealth's portfolio in Q2 2026, its #190 holding.
  • NewEdge Wealth first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • NewEdge Wealth's Janus Henderson Mortgage-Backed Securities ETF position peaked at $7.46M in Q1 2026.
  • 269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.