Norden Group’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Norden Group’s Portfolio JBBB Stock Details JBBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,109	Closed	-$202K	–	553
2024 Q4	$202K	Sell	4,109 -924	-18%	-$45.4K	0.02%	507
2024 Q3	$246K	Buy	5,033 +489	+11%	+$23.9K	0.03%	448
2024 Q2	$223K	Buy	+4,544	New	+$222K	0.05%	370

Other funds holding JBBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Norden Group's JBBB Position: Q1 2025 in Review

Norden Group sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2025, closing a stake of 4,109 shares — an estimated $202K sold.

Norden Group first reported a position in JBBB in Q2 2024 and held it in 3 quarters. The position peaked at $246K in Q3 2024. 202 funds tracked by Wall St. Rank hold JBBB as of Q1 2025.

Norden Group reported no remaining Janus Henderson B-BBB CLO ETF position as of Q1 2025 after selling out during the quarter.
Norden Group sold 4,109 Janus Henderson B-BBB CLO ETF shares in Q1 2025, an estimated $202K.
Norden Group first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and held it in 3 quarters.
Norden Group's Janus Henderson B-BBB CLO ETF position peaked at $246K in Q3 2024.
202 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2025.

Based on Norden Group's 13F filing for Q1 2025, filed 7 May 2025.