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Steward Partners Investment Advisory’s John Hancock Mortgage-Backed Securities ETF JHMB Stock Holding History

Steward Partners Investment Advisory’s Portfolio JHMB Stock Details JHMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$75.6K Sell
3,436
-9,979
-74% -$222K ﹤0.01% 2548
2025
Q4 		$297K Buy
13,415
+1,819
+16% +$40.5K ﹤0.01% 1719
2025
Q3 		$257K Buy
11,596
+2,346
+25% +$51.5K ﹤0.01% 1736
2025
Q2 		$202K Sell
9,250
-6,033
-39% -$131K ﹤0.01% 1759
2025
Q1 		$335K Buy
+15,283
New +$331K ﹤0.01% 1389

Other funds holding JHMB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Steward Partners Investment Advisory's JHMB Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its John Hancock Mortgage-Backed Securities ETF (JHMB) stake by 74% in Q1 2026, selling an estimated $222K and leaving 3,436 shares worth $75.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2548.

Steward Partners Investment Advisory first reported a position in JHMB in Q1 2025 and has held it in 5 quarters since. The position peaked at $335K in Q1 2025. 36 funds tracked by Wall St. Rank hold JHMB as of Q1 2026.

  • Steward Partners Investment Advisory held 3,436 shares of John Hancock Mortgage-Backed Securities ETF worth $75.6K as of Q1 2026.
  • Steward Partners Investment Advisory sold 9,979 John Hancock Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $222K.
  • John Hancock Mortgage-Backed Securities ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2548 holding.
  • Steward Partners Investment Advisory first reported a position in John Hancock Mortgage-Backed Securities ETF in Q1 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's John Hancock Mortgage-Backed Securities ETF position peaked at $335K in Q1 2025.
  • 36 funds tracked by Wall St. Rank held John Hancock Mortgage-Backed Securities ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.