JBBB β€” JANUS DETROIT STR TR

Ownership history in WT Wealth Management  Β·  5 quarters on record

AI Ownership Summary

WT Wealth Management reported JANUS DETROIT STR TR (JBBB) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.82% in 2025 Q1. The latest visible filing shows JBBB at 2.49% 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.

What this JBBB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WT 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 2.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.82% 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
2024 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 WT Wealth Management held JBBB β€” position size vs. price
% of Fund (quarterly)    JBBB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 181,605 -50,618 -21.8% 2.49% $8.7M 2026-02-14 (Est.) $47.53
2025 Q3 REDUCED 232,223 -3,755 -1.6% 3.22% $11.2M 2025-10-22 $46.65
2025 Q2 REDUCED 235,978 -5,627 -2.3% 3.37% $11.4M 2025-09-10 $46.63
2025 Q1 ADDED 241,605 +47,356 +24.4% 3.82% $11.8M 2025-05-06 $44.92
2024 Q4 INITIATED 194,249 β€” β€” 3.00% $9.5M 2025-02-05 $45.73

FAQ About WT 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 WT Wealth Management reported owning JBBB?

WT Wealth Management reported JBBB across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

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

The largest reported portfolio weight for JBBB was 3.82% in 2025 Q1.

What is the latest reported JBBB position on this page?

The most recent filing on this page is 2025 Q4, when WT Wealth Management reported 181,605 shares, equal to 2.49% of portfolio, with an estimated market value of $8.7M.

What does the chart on this JBBB ownership page compare?

The chart compares WT 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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