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Trust Company of Vermont’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Trust Company of Vermont’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
Q4 		– Sell
-49
Closed -$2.24K – 1160
2025
Q3 		$2.24K Buy
+49
New +$2.21K ﹤0.01% 1009

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Trust Company of Vermont's JMBS Position: Q4 2025 in Review

Trust Company of Vermont sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2025, closing a stake of 49 shares — an estimated $2.24K sold.

Trust Company of Vermont first reported a position in JMBS in Q3 2025 and held it in 1 quarter. The position peaked at $2.24K in Q3 2025. 269 funds tracked by Wall St. Rank hold JMBS as of Q4 2025.

  • Trust Company of Vermont reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Trust Company of Vermont sold 49 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $2.24K.
  • Trust Company of Vermont first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2025 and held it in 1 quarter.
  • Trust Company of Vermont's Janus Henderson Mortgage-Backed Securities ETF position peaked at $2.24K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.