Number of Shares
1.99 Mil
Current Holdings Value*
$89.57 Mil
% of Portfolio
1.64%
Total Estimate Gain
$-2.95 Mil
% of Total Estimate Gain
-2.59%

Gradient Investments LLC's Janus Henderson Mortgage-Backed Securities ETF Holding Summary

As of 2025-06-30, Gradient Investments LLC held 1.99 Mil shares of Janus Henderson Mortgage-Backed Securities ETF(JMBS), totaling $89.57 Mil. This investment constitutes 1.64% of their stock portfolio, and Gradient Investments LLC now holds 1.61% of the outstanding Janus Henderson Mortgage-Backed Securities ETF(JMBS) stock.

The initial trade took place in 2023Q1. And since then Gradient Investments LLC has made 7 purchases of JMBS, at an average price of $45.67, for a total of 2.49 Mil shares. In addition, there have been 3 sales at an average price of $44.41 for 502,891.00 shares. Based on historical transaction data and JMBS's current price of $44.51, Gradient Investments LLC's estimated gain on his JMBS holdings is $-2.95 Mil, reflecting a -2.59% gain to date.

Gradient Investments LLC JMBS ($44.51) Holding Chart

Gradient Investments LLC JMBS ($44.51) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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