Split Rock Private Trading & Wealth Management
JMBS icon

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
Q3 		$257K Sell
6,076
-13,504
-69% -$597K 0.17% 40
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's JMBS Position: Q3 2026 in Review

Split Rock Private Trading & Wealth Management reduced its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 69% in Q3 2026, selling an estimated $597K and leaving 6,076 shares worth $257K. The position accounts for 0.17% of the portfolio, ranked #40.

Split Rock Private Trading & Wealth Management first reported a position in JMBS in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.91M in Q1 2026. 173 funds tracked by Wall St. Rank hold JMBS as of Q3 2026.

  • Split Rock Private Trading & Wealth Management held 6,076 shares of Janus Henderson Mortgage-Backed Securities ETF worth $257K as of Q3 2026.
  • Split Rock Private Trading & Wealth Management sold 13,504 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $597K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.17% of Split Rock Private Trading & Wealth Management's portfolio in Q3 2026, its #40 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 4 quarters since.
  • Split Rock Private Trading & Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $2.91M in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.