Symphony Financial Services’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Symphony Financial Services’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	$7.57M	Buy	168,168 +103	+0.1%	+$4.66K	3.4%	8
2026 Q1	$7.59M	Sell	168,065 -749	-0.4%	-$34.3K	3.9%	7
2025 Q4	$7.71M	Sell	168,814 -419	-0.2%	-$19.2K	3.95%	8
2025 Q3	$7.73M	Buy	169,233 +4,062	+2%	+$183K	4.16%	7
2025 Q2	$7.44M	Sell	165,171 -3,615	-2%	-$161K	4.45%	7
2025 Q1	$7.63M	Sell	168,786 -73,057	-30%	-$3.26M	4.98%	6
2024 Q4	$10.7M	Sell	241,843 -38,860	-14%	-$1.75M	8.59%	2
2024 Q3	$13.1M	Buy	280,703 +50,599	+22%	+$2.33M	11.14%	1
2024 Q2	$10.3M	Buy	+230,104	New	+$10.2M	8.86%	2

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

Symphony Financial Services's JMBS Position: Q2 2026 in Review

Symphony Financial Services increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 0.06% in Q2 2026, buying an estimated $4.66K and bringing the position to 168,168 shares worth $7.57M. The position accounts for 3.4% of the portfolio, ranked #8.

Symphony Financial Services first reported a position in JMBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.1M in Q3 2024. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Symphony Financial Services held 168,168 shares of Janus Henderson Mortgage-Backed Securities ETF worth $7.57M as of Q2 2026.
Symphony Financial Services bought 103 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $4.66K.
Janus Henderson Mortgage-Backed Securities ETF made up 3.4% of Symphony Financial Services's portfolio in Q2 2026, its #8 holding.
Symphony Financial Services first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's Janus Henderson Mortgage-Backed Securities ETF position peaked at $13.1M in Q3 2024.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.