Northwestern Mutual Wealth Management
JMBS icon

Northwestern Mutual Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Northwestern Mutual Wealth Management’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
Q1 		$1.59M Buy
35,225
+30,923
+719% +$1.42M ﹤0.01% 1179
2025
Q4 		$197K Buy
4,302
+1,642
+62% +$75.2K ﹤0.01% 1872
2025
Q3 		$121K Buy
2,660
+2,594
+3,930% +$117K ﹤0.01% 1978
2025
Q2 		$2.97K Sell
66
-138
-68% -$6.14K ﹤0.01% 3153
2025
Q1 		$9.22K Buy
+204
New +$9.1K ﹤0.01% 2775
2024
Q4 		– Sell
-2,483
Closed -$116K – 3760
2024
Q3 		$116K Buy
2,483
+817
+49% +$37.6K ﹤0.01% 1839
2024
Q2 		$74.4K Buy
+1,666
New +$73.9K ﹤0.01% 1953
2022
Q3 		– Sell
-240
Closed -$12K – 3249
2022
Q2 		$12K Buy
+240
New +$11.6K ﹤0.01% 2442
2021
Q1 		– Sell
-408
Closed -$22K – 2879
2020
Q4 		$22K Buy
+408
New +$21.9K ﹤0.01% 1923

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return