Redwood Wealth Management Group’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Redwood Wealth Management Group’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	–	Sell	-37,930	Closed	-$1.71M	–	61
2026 Q1	$1.71M	Sell	37,930 -753	-2%	-$34.5K	0.74%	36
2025 Q4	$1.77M	Sell	38,683 -326	-0.8%	-$14.9K	0.74%	36
2025 Q3	$1.78M	Sell	39,009 -2,365	-6%	-$107K	0.76%	37
2025 Q2	$1.86M	Sell	41,374 -561	-1%	-$25K	0.84%	30
2025 Q1	$1.9M	Sell	41,935 -389	-0.9%	-$17.4K	0.96%	29
2024 Q4	$1.87M	Sell	42,324 -1,235	-3%	-$55.7K	0.91%	27
2024 Q3	$2.03M	Sell	43,559 -586	-1%	-$26.9K	1.01%	26
2024 Q2	$1.97M	Buy	44,145 +9,548	+28%	+$423K	1.48%	15
2024 Q1	$1.56M	Buy	+34,597	New	+$1.56M	1.65%	19

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

Redwood Wealth Management Group's JMBS Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026, closing a stake of 37,930 shares — an estimated $1.71M sold.

Redwood Wealth Management Group first reported a position in JMBS in Q1 2024 and held it in 9 quarters. The position peaked at $2.03M in Q3 2024. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Redwood Wealth Management Group reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 37,930 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.71M.
Redwood Wealth Management Group first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2024 and held it in 9 quarters.
Redwood Wealth Management Group's Janus Henderson Mortgage-Backed Securities ETF position peaked at $2.03M in Q3 2024.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.