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Peak Wealth Management’s John Hancock Mortgage-Backed Securities ETF JHMB Stock Holding History

Peak Wealth Management’s Portfolio JHMB Stock Details JHMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.91M Buy
178,328
+13,046
+8% +$287K 2.75% 12
2026
Q1 		$3.64M Buy
165,282
+6,079
+4% +$135K 2.99% 13
2025
Q4 		$3.53M Buy
+159,203
New +$3.55M 2.95% 13

Other funds holding JHMB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Peak Wealth Management's JHMB Position: Q2 2026 in Review

Peak Wealth Management increased its John Hancock Mortgage-Backed Securities ETF (JHMB) stake by 7.9% in Q2 2026, buying an estimated $287K and bringing the position to 178,328 shares worth $3.91M. The position accounts for 2.75% of the portfolio, ranked #12.

Peak Wealth Management first reported a position in JHMB in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold JHMB as of Q2 2026.

  • Peak Wealth Management held 178,328 shares of John Hancock Mortgage-Backed Securities ETF worth $3.91M as of Q2 2026.
  • Peak Wealth Management bought 13,046 John Hancock Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $287K.
  • John Hancock Mortgage-Backed Securities ETF made up 2.75% of Peak Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Peak Wealth Management first reported a position in John Hancock Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held John Hancock Mortgage-Backed Securities ETF as of Q2 2026.

Based on Peak Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.