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PDS Planning’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

PDS Planning’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
2024
Q4 		– Sell
-11,237
Closed -$524K – 457
2024
Q3 		$524K Buy
+11,237
New +$516K 0.05% 187

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

PDS Planning's JMBS Position: Q4 2024 in Review

PDS Planning sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2024, closing a stake of 11,237 shares — an estimated $524K sold.

PDS Planning first reported a position in JMBS in Q3 2024 and held it in 1 quarter. The position peaked at $524K in Q3 2024. 214 funds tracked by Wall St. Rank hold JMBS as of Q4 2024.

  • PDS Planning reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2024 after selling out during the quarter.
  • PDS Planning sold 11,237 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2024, an estimated $524K.
  • PDS Planning first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2024 and held it in 1 quarter.
  • PDS Planning's Janus Henderson Mortgage-Backed Securities ETF position peaked at $524K in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2024.

Based on PDS Planning's 13F filing for Q4 2024, filed 10 Feb 2025.