Safe Harbor Wealth Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Safe Harbor Wealth Advisors’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
2025 Q4	$253K	Buy	+5,492	New	+$251K	0.25%	85

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Safe Harbor Wealth Advisors's JMBS Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2025: 5,492 shares worth $253K. The stake represents 0.25% of the portfolio and ranks #85 among its holdings.

269 funds tracked by Wall St. Rank hold JMBS as of Q4 2025.

Safe Harbor Wealth Advisors held 5,492 shares of Janus Henderson Mortgage-Backed Securities ETF worth $253K as of Q4 2025.
Janus Henderson Mortgage-Backed Securities ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
Janus Henderson Mortgage-Backed Securities ETF made up 0.25% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #85 holding.
269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.