Rosenblum Silverman Sutton’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Rosenblum Silverman Sutton’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	$12.5M	Buy	276,850 +26,235	+10%	+$1.19M	2.99%	10
2026 Q1	$11.3M	Buy	250,615 +11,450	+5%	+$524K	2.96%	11
2025 Q4	$10.9M	Buy	239,165 +40,995	+21%	+$1.88M	2.53%	15
2025 Q3	$9.05M	Buy	198,170 +58,975	+42%	+$2.66M	2.07%	17
2025 Q2	$6.27M	Buy	139,195 +13,045	+10%	+$581K	1.52%	22
2025 Q1	$5.7M	Buy	126,150 +35,305	+39%	+$1.58M	1.57%	24
2024 Q4	$4.01M	Buy	90,845 +25,675	+39%	+$1.16M	1.01%	29
2024 Q3	$3.04M	Buy	65,170 +7,515	+13%	+$345K	0.78%	33
2024 Q2	$2.57M	Buy	57,655 +12,365	+27%	+$548K	0.69%	37
2024 Q1	$2.04M	Buy	45,290 +13,995	+45%	+$632K	0.58%	39
2023 Q4	$1.44M	Sell	31,295 -35,560	-53%	-$1.56M	0.46%	44
2023 Q3	$2.9M	Sell	66,855 -2,615	-4%	-$117K	0.99%	37
2023 Q2	$3.18M	Buy	+69,470	New	+$3.21M	1.05%	35
2022 Q4	–	Sell	-52,535	Closed	-$2.37M	–	69
2022 Q3	$2.37M	Buy	+52,535	New	+$2.51M	0.86%	41

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

Rosenblum Silverman Sutton's JMBS Position: Q2 2026 in Review

Rosenblum Silverman Sutton increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 10% in Q2 2026, buying an estimated $1.19M and bringing the position to 276,850 shares worth $12.5M. The position accounts for 2.99% of the portfolio, ranked #10.

Rosenblum Silverman Sutton first reported a position in JMBS in Q3 2022 and has held it in 14 quarters since. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Rosenblum Silverman Sutton held 276,850 shares of Janus Henderson Mortgage-Backed Securities ETF worth $12.5M as of Q2 2026.
Rosenblum Silverman Sutton bought 26,235 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.19M.
Janus Henderson Mortgage-Backed Securities ETF made up 2.99% of Rosenblum Silverman Sutton's portfolio in Q2 2026, its #10 holding.
Rosenblum Silverman Sutton first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2022 and has held it in 14 quarters since.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q2 2026, filed 13 Aug 2026.