Northbridge Financial Group’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Northbridge Financial Group’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	$1M	Buy	22,262 +80	+0.4%	+$3.62K	0.38%	61
2026 Q1	$1.01M	Sell	22,182 -776	-3%	-$35.5K	0.43%	56
2025 Q4	$1.05M	Buy	+22,958	New	+$1.05M	0.47%	52

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 $77.5B AUM 28.19% 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

Northbridge Financial Group's JMBS Position: Q2 2026 in Review

Northbridge Financial Group increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 0.36% in Q2 2026, buying an estimated $3.62K and bringing the position to 22,262 shares worth $1M. The position accounts for 0.38% of the portfolio, ranked #61.

Northbridge Financial Group first reported a position in JMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q4 2025. 269 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Northbridge Financial Group held 22,262 shares of Janus Henderson Mortgage-Backed Securities ETF worth $1M as of Q2 2026.
Northbridge Financial Group bought 80 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $3.62K.
Janus Henderson Mortgage-Backed Securities ETF made up 0.38% of Northbridge Financial Group's portfolio in Q2 2026, its #61 holding.
Northbridge Financial Group first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
Northbridge Financial Group's Janus Henderson Mortgage-Backed Securities ETF position peaked at $1.05M in Q4 2025.
269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Northbridge Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.