PCM
JMBS icon

Presidio Capital Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Presidio Capital 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
Q2 		$360K Buy
7,996
+614
+8% +$27.8K 0.09% 54
2026
Q1 		$334K Buy
7,382
+1,183
+19% +$54.2K 0.1% 52
2025
Q4 		$283K Sell
6,199
-713
-10% -$32.6K 0.09% 56
2025
Q3 		$316K Sell
6,912
-1,079
-14% -$48.6K 0.11% 48
2025
Q2 		$360K Sell
7,991
-849
-10% -$37.8K 0.14% 45
2025
Q1 		$400K Sell
8,840
-6,434
-42% -$287K 0.17% 41
2024
Q4 		$675K Sell
15,274
-1,022
-6% -$46.1K 0.36% 30
2024
Q3 		$760K Sell
16,296
-6,500
-29% -$299K 0.49% 26
2024
Q2 		$1.02M Sell
22,796
-23,753
-51% -$1.05M 0.71% 20
2024
Q1 		$2.1M Buy
46,549
+20,572
+79% +$929K 1.53% 11
2023
Q4 		$1.19M Buy
25,977
+10,408
+67% +$456K 0.93% 13
2023
Q3 		$676K Buy
+15,569
New +$697K 0.59% 20

Other funds holding JMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $408M AUM 13.08% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $274M AUM 29.58% 1-Year Est. Return