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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
Q2 		$74.9K Sell
3,414
-22
-0.6% -$484 ﹤0.01% 2742
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 $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Steward Partners Investment Advisory's JHMB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its John Hancock Mortgage-Backed Securities ETF (JHMB) stake by 0.64% in Q2 2026, selling an estimated $484 and leaving 3,414 shares worth $74.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2742.

Steward Partners Investment Advisory first reported a position in JHMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $335K in Q1 2025. 35 funds tracked by Wall St. Rank hold JHMB as of Q2 2026.

  • Steward Partners Investment Advisory held 3,414 shares of John Hancock Mortgage-Backed Securities ETF worth $74.9K as of Q2 2026.
  • Steward Partners Investment Advisory sold 22 John Hancock Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $484.
  • John Hancock Mortgage-Backed Securities ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2742 holding.
  • Steward Partners Investment Advisory first reported a position in John Hancock Mortgage-Backed Securities ETF in Q1 2025 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's John Hancock Mortgage-Backed Securities ETF position peaked at $335K in Q1 2025.
  • 35 funds tracked by Wall St. Rank held John Hancock Mortgage-Backed Securities ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.