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WBH Advisory’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

WBH Advisory’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
2022
Q2 		– Sell
-5,023
Closed -$243K – 312
2022
Q1 		$243K Sell
5,023
-20,022
-80% -$1.03M 0.03% 284
2021
Q4 		$1.32M Sell
25,045
-31,108
-55% -$1.64M 0.15% 128
2021
Q3 		$2.98M Buy
+56,153
New +$2.99M 0.4% 55

Other funds holding JMBS

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
DP
Divergent Planning Bethesda, Maryland $392M AUM 13.55% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

WBH Advisory's JMBS Position: Q2 2022 in Review

WBH Advisory sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2022, closing a stake of 5,023 shares — an estimated $243K sold.

WBH Advisory first reported a position in JMBS in Q3 2021 and held it in 3 quarters. The position peaked at $2.98M in Q3 2021. 93 funds tracked by Wall St. Rank hold JMBS as of Q2 2022.

  • WBH Advisory reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2022 after selling out during the quarter.
  • WBH Advisory sold 5,023 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2022, an estimated $243K.
  • WBH Advisory first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2021 and held it in 3 quarters.
  • WBH Advisory's Janus Henderson Mortgage-Backed Securities ETF position peaked at $2.98M in Q3 2021.
  • 93 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2022.

Based on WBH Advisory's 13F filing for Q2 2022, filed 12 Jul 2022.