Northwest Financial Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
39,069
-12,803
| -25% | -$577K | 2.46% | 12 |
|
|
2025
Q1 | $2.34M | Buy |
51,872
+9,046
| +21% | +$409K | 1.94% | 11 |
|
|
2024
Q4 | $1.89M | Buy |
42,826
+9,644
| +29% | +$426K | 1.56% | 13 |
|
|
2024
Q3 | $1.55M | Sell |
33,182
-417
| -1% | -$19.5K | 1.23% | 15 |
|
|
2024
Q2 | $1.5M | Buy |
33,599
+10,168
| +43% | +$454K | 1.53% | 15 |
|
|
2024
Q1 | $1.06M | Sell |
23,431
-6,338
| -21% | -$286K | 1.16% | 20 |
|
|
2023
Q4 | $1.37M | Buy |
+29,769
| New | +$1.37M | 1.16% | 14 |
|