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Seed Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Seed Wealth 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 		$7.69M Sell
170,917
-162
-0.1% -$7.32K 4.87% 2
2026
Q1 		$7.73M Sell
171,079
-573
-0.3% -$26.2K 5.32% 3
2025
Q4 		$7.84M Buy
171,652
+22,108
+15% +$1.01M 5.41% 2
2025
Q3 		$6.83M Buy
149,544
+1,766
+1% +$79.6K 4.72% 2
2025
Q2 		$6.66M Buy
147,778
+8,205
+6% +$365K 4.96% 1
2025
Q1 		$6.31M Buy
139,573
+10,031
+8% +$448K 5.14% 2
2024
Q4 		$5.72M Buy
129,542
+17,901
+16% +$807K 4.62% 2
2024
Q3 		$5.21M Buy
111,641
+12,218
+12% +$562K 4.17% 2
2024
Q2 		$4.44M Buy
99,423
+195
+0.2% +$8.64K 3.87% 3
2024
Q1 		$4.43M Buy
99,228
+20,869
+27% +$943K 4.23% 3
2023
Q4 		$3.58M Buy
78,359
+33,799
+76% +$1.48M 3.61% 3
2023
Q3 		$1.93M Buy
44,560
+3,825
+9% +$171K 2.17% 12
2023
Q2 		$1.86M Buy
40,735
+4,430
+12% +$205K 1.98% 14
2023
Q1 		$1.7M Buy
36,305
+860
+2% +$39.8K 1.92% 12
2022
Q4 		$1.61M Buy
+35,445
New +$1.6M 1.85% 13

Other funds holding JMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Seed Wealth Management's JMBS Position: Q2 2026 in Review

Seed Wealth Management reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 0.09% in Q2 2026, selling an estimated $7.32K and leaving 170,917 shares worth $7.69M. The position accounts for 4.87% of the portfolio, ranked #2.

Seed Wealth Management first reported a position in JMBS in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.84M in Q4 2025. 133 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Seed Wealth Management held 170,917 shares of Janus Henderson Mortgage-Backed Securities ETF worth $7.69M as of Q2 2026.
  • Seed Wealth Management sold 162 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $7.32K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 4.87% of Seed Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Seed Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2022 and has held it in 15 quarters since.
  • Seed Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $7.84M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.