JBBB — JANUS DETROIT STR TR

Ownership history in Transform Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in JANUS DETROIT STR TR (JBBB). 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
0.35% (2024 Q3)
Avg. % of fund
0.3%
First filed
2024 Q3
Last filed
2024 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 93,550 -15,768 -14.4% 0.26% $4.6M $45.22
2024 Q3 INITIATED 109,318 — — 0.35% $5.4M $43.83
% of Fund (quarterly)    JBBB price (monthly, adj. close)

Other funds also holding JBBB

As of 2025 Q4 — sorted by position size

EPIQ PARTNERS, LLC 3Y 5.65% Keeler Thomas Management LLC 3Y 7Y 2.73% WT Wealth Management 3Y 2.49% Destiny Wealth Partners, LLC 3Y 1.55% Adams Wealth Management 3Y 1.47% Anfield Capital Management, LLC 3Y 1.45% CacheTech Inc. 1.34% CV Advisors LLC 3Y 1.32% Paragon Advisors, LLC 3Y 1.12% FIRETHORN WEALTH PARTNERS, LLC 3Y 0.97%
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