JMBS — JANUS DETROIT STR TR

Ownership history in VIAWEALTH, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which VIAWEALTH, LLC 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
1.84% (2025 Q4)
Avg. % of fund
1.22%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 71,597 +47,574 +198.0% 1.84% $3.3M $45.29
2025 Q3 INITIATED 24,023 — — 0.60% $1.1M $44.51
% 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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