Stansberry Asset Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Stansberry Asset 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	$19.2M	Buy	426,966 +41,886	+11%	+$1.89M	1.76%	15
2026 Q1	$17.4M	Sell	385,080 -11,974	-3%	-$548K	1.79%	16
2025 Q4	$18.1M	Buy	397,054 +193,694	+95%	+$8.87M	1.84%	15
2025 Q3	$9.29M	Sell	203,360 -97,063	-32%	-$4.38M	0.97%	41
2025 Q2	$13.5M	Buy	300,423 +172,190	+134%	+$7.66M	1.48%	20
2025 Q1	$5.8M	Sell	128,233 -7,491	-6%	-$334K	0.7%	53
2024 Q4	$6M	Buy	+135,724	New	+$6.12M	0.78%	50

Other funds holding JMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stansberry Asset Management's JMBS Position: Q2 2026 in Review

Stansberry Asset Management increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 11% in Q2 2026, buying an estimated $1.89M and bringing the position to 426,966 shares worth $19.2M. The position accounts for 1.76% of the portfolio, ranked #15.

Stansberry Asset Management first reported a position in JMBS in Q4 2024 and has held it in 7 quarters since. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Stansberry Asset Management held 426,966 shares of Janus Henderson Mortgage-Backed Securities ETF worth $19.2M as of Q2 2026.
Stansberry Asset Management bought 41,886 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.89M.
Janus Henderson Mortgage-Backed Securities ETF made up 1.76% of Stansberry Asset Management's portfolio in Q2 2026, its #15 holding.
Stansberry Asset Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Stansberry Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.