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

SHP 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 Q1	$5.01K	Buy	+111	New	+$5.08K	﹤0.01%	1068

Other funds holding JMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SHP Wealth Management's JMBS Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q1 2026: 111 shares worth $5.01K. The stake represents ﹤0.01% of the portfolio and ranks #1068 among its holdings.

270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

SHP Wealth Management held 111 shares of Janus Henderson Mortgage-Backed Securities ETF worth $5.01K as of Q1 2026.
Janus Henderson Mortgage-Backed Securities ETF was a new SHP Wealth Management position in Q1 2026.
Janus Henderson Mortgage-Backed Securities ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1068 holding.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.