Paladin Wealth’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Paladin Wealth’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	$4.13M	Buy	91,858 +10,829	+13%	+$490K	2.4%	6
2026 Q1	$3.66M	Buy	81,029 +2,162	+3%	+$99K	2.52%	5
2025 Q4	$3.6M	Buy	78,867 +148	+0.2%	+$6.78K	2.46%	6
2025 Q3	$3.6M	Buy	78,719 +824	+1%	+$37.1K	2.61%	6
2025 Q2	$3.51M	Sell	77,895 -6,239	-7%	-$278K	2.73%	5
2025 Q1	$3.8M	Buy	84,134 +15,613	+23%	+$697K	3.42%	2
2024 Q4	$3.03M	Sell	68,521 -346	-0.5%	-$15.6K	2.62%	8
2024 Q3	$3.21M	Buy	+68,867	New	+$3.17M	2.81%	4

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 $72.2B AUM 27.85% 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

Paladin Wealth's JMBS Position: Q2 2026 in Review

Paladin Wealth increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 13% in Q2 2026, buying an estimated $490K and bringing the position to 91,858 shares worth $4.13M. The position accounts for 2.4% of the portfolio, ranked #6.

Paladin Wealth first reported a position in JMBS in Q3 2024 and has held it in 8 quarters since. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Paladin Wealth held 91,858 shares of Janus Henderson Mortgage-Backed Securities ETF worth $4.13M as of Q2 2026.
Paladin Wealth bought 10,829 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $490K.
Janus Henderson Mortgage-Backed Securities ETF made up 2.4% of Paladin Wealth's portfolio in Q2 2026, its #6 holding.
Paladin Wealth first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2024 and has held it in 8 quarters since.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.