JBBB β€” JANUS DETROIT STR TR

Ownership history in Adams Wealth Management  Β·  10 quarters on record

AI Ownership Summary

Adams Wealth Management reported JANUS DETROIT STR TR (JBBB) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 10.73% in 2025 Q1. The latest visible filing shows JBBB at 1.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JBBB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Adams Wealth Management's position in JANUS DETROIT STR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JBBB was reported at 1.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.73% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Adams Wealth Management held JBBB β€” position size vs. price
% of Fund (quarterly)    JBBB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 144,651 -508,190 -77.8% 1.47% $6.9M 2026-02-14 (Est.) $47.30
2025 Q3 REDUCED 652,841 -397,688 -37.9% 6.74% $31.4M 2025-11-14 $46.67
2025 Q2 REDUCED 1,050,529 -72,950 -6.5% 9.64% $50.6M 2025-09-25 $46.38
2025 Q1 ADDED 1,123,479 +816,377 +265.8% 10.73% $54.7M 2025-05-13 $45.26
2024 Q4 ADDED 307,102 +65,354 +27.0% 2.89% $15.1M 2025-02-13 $45.48
2024 Q3 ADDED 241,748 +15,473 +6.8% 2.54% $11.8M 2024-10-28 $44.18
2024 Q2 ADDED 226,275 +12,098 +5.6% 2.56% $11.1M 2024-07-16 $43.06
2024 Q1 ADDED 214,177 +28,494 +15.3% 2.55% $10.5M 2024-05-20 $42.51
2023 Q4 ADDED 185,683 +70,920 +61.8% 2.63% $8.9M 2024-02-12 $41.26
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding JBBB

As of 2026 Q1 β€” sorted by position size

Cooper Financial Group 3Y 7Y 0.16% PARK AVENUE SECURITIES LLC 3Y 7Y 0.02% Farther Finance Advisors, LLC 0.0%

FAQ About Adams Wealth Management and JBBB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Adams Wealth Management reported owning JBBB?

Adams Wealth Management reported JBBB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JBBB position in Adams Wealth Management's portfolio?

The largest reported portfolio weight for JBBB was 10.73% in 2025 Q1.

What is the latest reported JBBB position on this page?

The most recent filing on this page is 2025 Q4, when Adams Wealth Management reported 144,651 shares, equal to 1.47% of portfolio, with an estimated market value of $6.9M.

What does the chart on this JBBB ownership page compare?

The chart compares Adams Wealth Management's quarterly JBBB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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