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Westwood Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Westwood Wealth Management’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
-70,435
Closed -$3.22M – 82
2025
Q4 		$3.22M Buy
+70,435
New +$3.22M 2.42% 9

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
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Westwood Wealth Management's JMBS Position: Q1 2026 in Review

Westwood Wealth Management sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q1 2026, closing a stake of 70,435 shares — an estimated $3.22M sold.

Westwood Wealth Management first reported a position in JMBS in Q4 2025 and held it in 1 quarter. The position peaked at $3.22M in Q4 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

  • Westwood Wealth Management reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 70,435 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $3.22M.
  • Westwood Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $3.22M in Q4 2025.
  • 270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.