JMBS — JANUS DETROIT STR TR

Ownership history in Compound Planning, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in JANUS DETROIT STR TR (JMBS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q2)
Avg. % of fund
0.03%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,579 -14,353 -62.6% 0.01% $392K $44.51
2025 Q2 ADDED 22,932 +4,744 +26.1% 0.04% $1.0M $43.35
2025 Q1 INITIATED 18,188 — — 0.04% $822K $42.94
% of Fund (quarterly)    JMBS price (monthly, adj. close)

Other funds also holding JMBS

As of 2025 Q4 — sorted by position size

Richard Bernstein Advisors LLC 3Y 7Y 11.93% Divergent Planning, LLC 3Y 10.69% Towneley Capital Management, Inc / DE 5.76% Sage Advisory Services, Ltd.Co. 3Y 7Y 5.75% Seed Wealth Management, Inc. 3Y 5.41% Northwest Financial Advisors 4.88% AllGen Financial Advisors, Inc. 3Y 4.87% Veltria Advisors Corp. 3Y 4.81% FOSTER & MOTLEY INC 3Y 7Y 4.41% Symphony Financial Services, Inc. 3.95%
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