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

Triad Wealth Partners’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 Q3	–	Sell	-6,716	Closed	-$303K	–	380
2025 Q2	$303K	Sell	6,716 -8,258	-55%	-$368K	0.06%	215
2025 Q1	$677K	Buy	+14,974	New	+$668K	0.21%	81
2024 Q3	–	Sell	-73	Closed	-$3.26K	–	490
2024 Q2	$3.26K	Buy	+73	New	+$3.24K	﹤0.01%	662

Other funds holding JMBS

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Triad Wealth Partners's JMBS Position: Q3 2025 in Review

Triad Wealth Partners sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2025, closing a stake of 6,716 shares — an estimated $303K sold.

Triad Wealth Partners first reported a position in JMBS in Q2 2024 and held it in 3 quarters. The position peaked at $677K in Q1 2025. 232 funds tracked by Wall St. Rank hold JMBS as of Q3 2025.

Triad Wealth Partners reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q3 2025 after selling out during the quarter.
Triad Wealth Partners sold 6,716 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $303K.
Triad Wealth Partners first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and held it in 3 quarters.
Triad Wealth Partners's Janus Henderson Mortgage-Backed Securities ETF position peaked at $677K in Q1 2025.
232 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2025.

Based on Triad Wealth Partners's 13F filing for Q3 2025, filed 30 Oct 2025.