United Asset Strategies’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

United Asset Strategies’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 Q1	–	Sell	-5,345	Closed	-$244K	–	271
2025 Q4	$244K	Buy	+5,345	New	+$245K	0.02%	241
2025 Q1	–	Sell	-4,545	Closed	-$201K	–	242
2024 Q4	$201K	Buy	+4,545	New	+$205K	0.02%	228
2024 Q1	–	Sell	-4,977	Closed	-$229K	–	244
2023 Q4	$229K	Buy	+4,977	New	+$218K	0.03%	216

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

United Asset Strategies's JMBS Position: Q1 2026 in Review

United Asset Strategies sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q1 2026, closing a stake of 5,345 shares — an estimated $244K sold.

United Asset Strategies first reported a position in JMBS in Q4 2023 and held it in 3 quarters. The position peaked at $244K in Q4 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

United Asset Strategies reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
United Asset Strategies sold 5,345 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $244K.
United Asset Strategies first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2023 and held it in 3 quarters.
United Asset Strategies's Janus Henderson Mortgage-Backed Securities ETF position peaked at $244K in Q4 2025.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2026.

Based on United Asset Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.