Richard Bernstein Advisors LLC JMBS Holdings History
Richard Bernstein Advisors LLC's Janus Henderson Mortgage-Backed Securities ETF Holding Summary
As of 2025-03-31, Richard Bernstein Advisors LLC held 9.57 Mil shares of Janus Henderson Mortgage-Backed Securities ETF(JMBS), totaling $432.75 Mil. This investment constitutes 10.47% of their stock portfolio, and Richard Bernstein Advisors LLC now holds 8.02% of the outstanding Janus Henderson Mortgage-Backed Securities ETF(JMBS) stock.
The initial trade took place in 2023Q2. And since then Richard Bernstein Advisors LLC has made 3 purchases of JMBS, at an average price of $44.25, for a total of 11.39 Mil shares. In addition, there have been 5 sales at an average price of $45.10 for 1.82 Mil shares. Based on historical transaction data and JMBS's current price of $44.49, Richard Bernstein Advisors LLC's estimated gain on his JMBS holdings is $3.83 Mil, reflecting a 0.76% gain to date.
Richard Bernstein Advisors LLC JMBS ($44.49) Holding Chart
Richard Bernstein Advisors LLC JMBS ($44.49) 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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