Siligmueller & Norvid Wealth Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Siligmueller & Norvid 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 Q3	$2.11M	Buy	+46,208	New	+$2.08M	0.95%	33

Other funds holding JMBS

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HTC

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

Siligmueller & Norvid Wealth Advisors's JMBS Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2025: 46,208 shares worth $2.11M. The stake represents 0.95% of the portfolio and ranks #33 among its holdings.

232 funds tracked by Wall St. Rank hold JMBS as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 46,208 shares of Janus Henderson Mortgage-Backed Securities ETF worth $2.11M as of Q3 2025.
Janus Henderson Mortgage-Backed Securities ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
Janus Henderson Mortgage-Backed Securities ETF made up 0.95% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #33 holding.
232 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.