Secure Asset Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Secure Asset 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	$14.7M	Buy	327,232 +21,631	+7%	+$978K	2.06%	10
2026 Q1	$13.8M	Buy	305,601 +31,400	+11%	+$1.44M	2.19%	10
2025 Q4	$12.5M	Buy	274,201 +13,975	+5%	+$640K	1.96%	10
2025 Q3	$11.9M	Buy	260,226 +46,623	+22%	+$2.1M	1.95%	10
2025 Q2	$9.62M	Sell	213,603 -7,455	-3%	-$332K	1.77%	12
2025 Q1	$9.99M	Buy	221,058 +89,912	+69%	+$4.01M	2%	6
2024 Q4	$5.79M	Buy	131,146 +23,080	+21%	+$1.04M	0.88%	22
2024 Q3	$5.04M	Buy	+108,066	New	+$4.97M	0.85%	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 $77.5B AUM 28.19% 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

Secure Asset Management's JMBS Position: Q2 2026 in Review

Secure Asset Management increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 7.1% in Q2 2026, buying an estimated $978K and bringing the position to 327,232 shares worth $14.7M. The position accounts for 2.06% of the portfolio, ranked #10.

Secure Asset Management first reported a position in JMBS in Q3 2024 and has held it in 8 quarters since. 269 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Secure Asset Management held 327,232 shares of Janus Henderson Mortgage-Backed Securities ETF worth $14.7M as of Q2 2026.
Secure Asset Management bought 21,631 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $978K.
Janus Henderson Mortgage-Backed Securities ETF made up 2.06% of Secure Asset Management's portfolio in Q2 2026, its #10 holding.
Secure Asset Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2024 and has held it in 8 quarters since.
269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.