WWM
JMBS icon

Wolff Wiese Magana’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Wolff Wiese Magana’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
2023
Q4 		– Sell
-362
Closed -$15.7K – 798
2023
Q3 		$15.7K Buy
362
+203
+128% +$9.08K 0.01% 295
2023
Q2 		$7.28K Buy
+159
New +$7.34K 0.01% 393

Other funds holding JMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $666B AUM 30.12% 1-Year Est. Return

Wolff Wiese Magana's JMBS Position: Q4 2023 in Review

Wolff Wiese Magana sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2023, closing a stake of 362 shares — an estimated $15.7K sold.

Wolff Wiese Magana first reported a position in JMBS in Q2 2023 and held it in 2 quarters. The position peaked at $15.7K in Q3 2023. 163 funds tracked by Wall St. Rank hold JMBS as of Q4 2023.

  • Wolff Wiese Magana reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2023 after selling out during the quarter.
  • Wolff Wiese Magana sold 362 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2023, an estimated $15.7K.
  • Wolff Wiese Magana first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2023 and held it in 2 quarters.
  • Wolff Wiese Magana's Janus Henderson Mortgage-Backed Securities ETF position peaked at $15.7K in Q3 2023.
  • 163 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.