TRUE Private Wealth Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

TRUE Private Wealth Advisors’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	$418K	Hold	9,300	–	–	0.04%	191
2026 Q1	$420K	Hold	9,300	–	–	0.04%	180
2025 Q4	$425K	Buy	+9,300	New	+$426K	0.04%	173

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

TRUE Private Wealth Advisors's JMBS Position: Q2 2026 in Review

TRUE Private Wealth Advisors held its Janus Henderson Mortgage-Backed Securities ETF (JMBS) position steady in Q2 2026 at 9,300 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #191.

TRUE Private Wealth Advisors first reported a position in JMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $425K in Q4 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

TRUE Private Wealth Advisors held 9,300 shares of Janus Henderson Mortgage-Backed Securities ETF worth $418K as of Q2 2026.
TRUE Private Wealth Advisors left its Janus Henderson Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Janus Henderson Mortgage-Backed Securities ETF made up 0.04% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #191 holding.
TRUE Private Wealth Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
TRUE Private Wealth Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $425K in Q4 2025.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.