Ownership history in KWB Wealth · 15 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 690,537 | +605,298 | +710.1% | 2.99% | $31.6M | $45.29 |
| 2025 Q3 | ADDED | 85,239 | +6,829 | +8.7% | 0.42% | $3.8M | $44.51 |
| 2025 Q2 | REDUCED | 78,410 | -13,544 | -14.7% | 0.43% | $3.5M | $43.35 |
| 2025 Q1 | ADDED | 91,954 | +16,756 | +22.3% | 0.49% | $4.1M | $42.94 |
| 2024 Q4 | ADDED | 75,198 | +3,058 | +4.2% | 0.43% | $3.5M | $41.62 |
| 2024 Q3 | ADDED | 72,140 | +10,454 | +16.9% | 0.42% | $3.2M | $43.08 |
| 2024 Q2 | REDUCED | 61,686 | -2,366 | -3.7% | 0.38% | $2.8M | $40.70 |
| 2024 Q1 | ADDED | 64,052 | +6,749 | +11.8% | 0.39% | $2.9M | $40.58 |
| 2023 Q4 | REDUCED | 57,303 | -9,393 | -14.1% | 0.38% | $2.6M | $41.00 |
| 2023 Q3 | REDUCED | 66,696 | -2,199 | -3.2% | 0.49% | $3.1M | $38.25 |
As of 2025 Q4 — sorted by position size