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Split Rock Private Trading & Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Split Rock Private Trading & 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 		$881K Sell
19,580
-44,857
-70% -$2.03M 0.6% 22
2026
Q1 		$2.91M Buy
64,437
+35,419
+122% +$1.62M 2.25% 11
2025
Q4 		$1.33M Buy
+29,018
New +$1.33M 1.06% 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 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 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

Split Rock Private Trading & Wealth Management's JMBS Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 70% in Q2 2026, selling an estimated $2.03M and leaving 19,580 shares worth $881K. The position accounts for 0.6% of the portfolio, ranked #22.

Split Rock Private Trading & Wealth Management first reported a position in JMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.91M in Q1 2026. 154 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 19,580 shares of Janus Henderson Mortgage-Backed Securities ETF worth $881K as of Q2 2026.
  • Split Rock Private Trading & Wealth Management sold 44,857 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $2.03M.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.6% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • Split Rock Private Trading & Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $2.91M in Q1 2026.
  • 154 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.