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Weaver Consulting Group’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Weaver Consulting Group’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 		$507K Buy
11,270
+2,670
+31% +$121K 0.1% 169
2026
Q1 		$389K Hold
8,600
– – 0.09% 172
2025
Q4 		$393K Buy
8,600
+1,650
+24% +$75.5K 0.1% 166
2025
Q3 		$317K Buy
+6,950
New +$313K 0.08% 179

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Weaver Consulting Group's JMBS Position: Q2 2026 in Review

Weaver Consulting Group increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 31% in Q2 2026, buying an estimated $121K and bringing the position to 11,270 shares worth $507K. The position accounts for 0.1% of the portfolio, ranked #169.

Weaver Consulting Group first reported a position in JMBS in Q3 2025 and has held it in 4 quarters since. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Weaver Consulting Group held 11,270 shares of Janus Henderson Mortgage-Backed Securities ETF worth $507K as of Q2 2026.
  • Weaver Consulting Group bought 2,670 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $121K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.1% of Weaver Consulting Group's portfolio in Q2 2026, its #169 holding.
  • Weaver Consulting Group first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • 270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.