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World Investment Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

World Investment Advisors’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
2021
Q3 		– Sell
-4,024
Closed -$214K – 257
2021
Q2 		$214K Sell
4,024
-68
-2% -$3.62K 0.05% 233
2021
Q1 		$218K Sell
4,092
-76
-2% -$4.06K 0.05% 209
2020
Q4 		$223K Buy
+4,168
New +$223K 0.06% 207

Other funds holding JMBS

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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

World Investment Advisors's JMBS Position: Q3 2021 in Review

World Investment Advisors sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2021, closing a stake of 4,024 shares — an estimated $214K sold.

World Investment Advisors first reported a position in JMBS in Q4 2020 and held it in 3 quarters. The position peaked at $223K in Q4 2020. 68 funds tracked by Wall St. Rank hold JMBS as of Q3 2021.

  • World Investment Advisors reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q3 2021 after selling out during the quarter.
  • World Investment Advisors sold 4,024 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2021, an estimated $214K.
  • World Investment Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2020 and held it in 3 quarters.
  • World Investment Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $223K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2021.

Based on World Investment Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.