AssetMark Inc’s BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF XEMD Stock Holding History

AssetMark Inc’s Portfolio XEMD Stock Details XEMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$36.4M	Buy	847,307 +38,210	+5%	+$1.69M	0.06%	240
2026 Q2	$36.3M	Buy	809,097 +373,798	+86%	+$16.7M	0.06%	242
2026 Q1	$19.1M	Sell	435,299 -3,235	-0.7%	-$145K	0.04%	337
2025 Q4	$19.5M	Buy	+438,534	New	+$19.4M	0.04%	332

Other funds holding XEMD

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Greystone Financial Group Bloomfield Hills, Michigan $360M AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Dutch Asset Corp Selkirk, New York $215M AUM 46.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

AssetMark Inc's XEMD Position: Q3 2026 in Review

AssetMark Inc increased its BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) stake by 4.7% in Q3 2026, buying an estimated $1.69M and bringing the position to 847,307 shares worth $36.4M. The position accounts for 0.06% of the portfolio, ranked #240.

AssetMark Inc first reported a position in XEMD in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold XEMD as of Q3 2026.

AssetMark Inc held 847,307 shares of BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF worth $36.4M as of Q3 2026.
AssetMark Inc bought 38,210 BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF shares in Q3 2026, an estimated $1.69M.
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF made up 0.06% of AssetMark Inc's portfolio in Q3 2026, its #240 holding.
AssetMark Inc first reported a position in BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF in Q4 2025 and has held it in 4 quarters since.
26 funds tracked by Wall St. Rank held BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.