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 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 $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Redwood Wealth Management Group's JMBS Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 1.9% in Q1 2026, selling an estimated $34.5K and leaving 37,930 shares worth $1.71M. The position accounts for 0.74% of the portfolio, ranked #36.

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

Redwood Wealth Management Group held 37,930 shares of Janus Henderson Mortgage-Backed Securities ETF worth $1.71M as of Q1 2026.
Redwood Wealth Management Group sold 753 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $34.5K.
Janus Henderson Mortgage-Backed Securities ETF made up 0.74% of Redwood Wealth Management Group's portfolio in Q1 2026, its #36 holding.
Redwood Wealth Management Group first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2024 and has held it in 9 quarters since.
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 Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.