SWM
Seed Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.66M | Buy |
147,778
+8,205
| +6% | +$370K | 4.96% | 1 |
|
|
2025
Q1 | $6.31M | Buy |
139,573
+10,031
| +8% | +$453K | 5.14% | 2 |
|
|
2024
Q4 | $5.72M | Buy |
129,542
+17,901
| +16% | +$791K | 4.62% | 2 |
|
|
2024
Q3 | $5.21M | Buy |
111,641
+12,218
| +12% | +$570K | 4.17% | 2 |
|
|
2024
Q2 | $4.44M | Buy |
99,423
+195
| +0.2% | +$8.71K | 3.87% | 3 |
|
|
2024
Q1 | $4.43M | Buy |
99,228
+20,869
| +27% | +$931K | 4.23% | 3 |
|
|
2023
Q4 | $3.58M | Buy |
78,359
+33,799
| +76% | +$1.54M | 3.61% | 3 |
|
|
2023
Q3 | $1.93M | Buy |
44,560
+3,825
| +9% | +$166K | 2.17% | 12 |
|
|
2023
Q2 | $1.86M | Buy |
40,735
+4,430
| +12% | +$203K | 1.98% | 14 |
|
|
2023
Q1 | $1.7M | Buy |
36,305
+860
| +2% | +$40.2K | 1.92% | 12 |
|
|
2022
Q4 | $1.61M | Buy |
+35,445
| New | +$1.61M | 1.85% | 13 |
|