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OneDigital Investment Advisors’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

OneDigital Investment Advisors’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
2024
Q4 		– Sell
-18,900
Closed -$925K – 1466
2024
Q3 		$925K Sell
18,900
-1,422
-7% -$69.5K 0.01% 680
2024
Q2 		$999K Buy
+20,322
New +$995K 0.01% 622

Other funds holding JBBB

Bank of America
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
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

OneDigital Investment Advisors's JBBB Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q4 2024, closing a stake of 18,900 shares — an estimated $925K sold.

OneDigital Investment Advisors first reported a position in JBBB in Q2 2024 and held it in 2 quarters. The position peaked at $999K in Q2 2024. 176 funds tracked by Wall St. Rank hold JBBB as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining Janus Henderson B-BBB CLO ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 18,900 Janus Henderson B-BBB CLO ETF shares in Q4 2024, an estimated $925K.
  • OneDigital Investment Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's Janus Henderson B-BBB CLO ETF position peaked at $999K in Q2 2024.
  • 176 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.