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Stonebridge Financial Group (Pennsylvania)’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$201K Buy
+4,461
New +$202K 0.02% 271
2025
Q2 		– Sell
-4,266
Closed -$193K – 582
2025
Q1 		$193K Hold
4,266
– – 0.02% 225
2024
Q4 		$188K Buy
+4,266
New +$192K 0.02% 231

Other funds holding JMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s JMBS Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026: 4,461 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #271 among its holdings. This is a return to the name: Stonebridge Financial Group (Pennsylvania) previously reported a position in JMBS as recently as Q1 2025.

Stonebridge Financial Group (Pennsylvania) first reported a position in JMBS in Q4 2024 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 4,461 shares of Janus Henderson Mortgage-Backed Securities ETF worth $201K as of Q2 2026.
  • Janus Henderson Mortgage-Backed Securities ETF was a new Stonebridge Financial Group (Pennsylvania) position in Q2 2026.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #271 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2024 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.