Sound Income Strategies’s JBG SMITH JBGS Stock Holding History

Sound Income Strategies’s Portfolio JBGS Stock Details JBGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-124	Closed	-$2.19K	–	2664
2025 Q4	$2.19K	Buy	+124	New	+$2.34K	﹤0.01%	2113
2024 Q4	–	Sell	-27	Closed	-$472	–	1517
2024 Q3	$472	Hold	27	–	–	﹤0.01%	1317
2024 Q2	$411	Hold	27	–	–	﹤0.01%	1293
2024 Q1	$433	Hold	27	–	–	﹤0.01%	1254
2023 Q4	$459	Hold	27	–	–	﹤0.01%	1235
2023 Q3	$390	Hold	27	–	–	﹤0.01%	1088
2023 Q2	$406	Hold	27	–	–	﹤0.01%	1046
2023 Q1	$407	Hold	27	–	–	﹤0.01%	1005
2022 Q4	$512	Hold	27	–	–	﹤0.01%	905
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	799
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	813
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	806
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	784
2021 Q3	$1K	Hold	27	–	–	﹤0.01%	759
2021 Q2	$1K	Hold	27	–	–	﹤0.01%	796
2021 Q1	$858	Hold	27	–	–	﹤0.01%	854
2020 Q4	$1K	Hold	27	–	–	﹤0.01%	791
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	748
2020 Q2	$1K	Hold	27	–	–	﹤0.01%	707
2020 Q1	$1K	Buy	+27	New	+$1.01K	﹤0.01%	671

Other funds holding JBGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Sound Income Strategies's JBGS Position: Q1 2026 in Review

Sound Income Strategies sold out of JBG SMITH (JBGS) in Q1 2026, closing a stake of 124 shares — an estimated $2.19K sold.

Sound Income Strategies first reported a position in JBGS in Q1 2020 and held it in 20 quarters. The position peaked at $2.19K in Q4 2025. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

Sound Income Strategies reported no remaining JBG SMITH position as of Q1 2026 after selling out during the quarter.
Sound Income Strategies sold 124 JBG SMITH shares in Q1 2026, an estimated $2.19K.
Sound Income Strategies first reported a position in JBG SMITH in Q1 2020 and held it in 20 quarters.
Sound Income Strategies's JBG SMITH position peaked at $2.19K in Q4 2025.
217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.