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SVB Wealth’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-3,203
Closed -$145K – 1074
2025
Q1 		$145K Buy
+3,203
New +$143K 0.01% 352
2024
Q2 		– Sell
-7,111
Closed -$321K – 787
2024
Q1 		$321K Buy
7,111
+12
+0.2% +$542 0.01% 605
2023
Q4 		$326K Buy
+7,099
New +$311K 0.01% 594

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Wealth's JMBS Position: Q2 2025 in Review

SVB Wealth sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2025, closing a stake of 3,203 shares — an estimated $145K sold.

SVB Wealth first reported a position in JMBS in Q4 2023 and held it in 3 quarters. The position peaked at $326K in Q4 2023. 218 funds tracked by Wall St. Rank hold JMBS as of Q2 2025.

  • SVB Wealth reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 3,203 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $145K.
  • SVB Wealth first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2023 and held it in 3 quarters.
  • SVB Wealth's Janus Henderson Mortgage-Backed Securities ETF position peaked at $326K in Q4 2023.
  • 218 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.