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

Whalen 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
Q3 		– Sell
-42,761
Closed -$1.92M – 234
2026
Q2 		$1.92M Sell
42,761
-283
-0.7% -$12.8K 0.87% 30
2026
Q1 		$1.94M Buy
+43,044
New +$1.97M 1.04% 22

Other funds holding JMBS

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Whalen Wealth Management's JMBS Position: Q3 2026 in Review

Whalen Wealth Management sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2026, closing a stake of 42,761 shares — an estimated $1.92M sold.

Whalen Wealth Management first reported a position in JMBS in Q1 2026 and held it in 2 quarters. The position peaked at $1.94M in Q1 2026. 14 funds tracked by Wall St. Rank hold JMBS as of Q3 2026.

  • Whalen Wealth Management reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 42,761 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $1.92M.
  • Whalen Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2026 and held it in 2 quarters.
  • Whalen Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $1.94M in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.