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
2026 Q2	$205K	Buy	+4,540	New	+$205K	﹤0.01%	1452
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

World Investment Advisors's JMBS Position: Q2 2026 in Review

World Investment Advisors opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026: 4,540 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1452 among its holdings. This is a return to the name: World Investment Advisors previously reported a position in JMBS as recently as Q2 2021.

World Investment Advisors first reported a position in JMBS in Q4 2020 and has held it in 4 quarters since. The position peaked at $223K in Q4 2020. 271 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

World Investment Advisors held 4,540 shares of Janus Henderson Mortgage-Backed Securities ETF worth $205K as of Q2 2026.
Janus Henderson Mortgage-Backed Securities ETF was a new World Investment Advisors position in Q2 2026.
Janus Henderson Mortgage-Backed Securities ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1452 holding.
World Investment Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2020 and has held it in 4 quarters since.
World Investment Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $223K in Q4 2020.
271 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.