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Cape Investment Advisory’s BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF XEMD Stock Holding History

Cape Investment Advisory’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
Q2 		$2.07K Buy
+46
New +$2.06K ﹤0.01% 1230
2026
Q1 		– Sell
-46
Closed -$2.05K – 1231
2025
Q4 		$2.05K Buy
+46
New +$2.04K ﹤0.01% 1099

Other funds holding XEMD

KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Cape Investment Advisory's XEMD Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) in Q2 2026: 46 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #1230 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in XEMD as recently as Q4 2025.

Cape Investment Advisory first reported a position in XEMD in Q4 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold XEMD as of Q2 2026.

  • Cape Investment Advisory held 46 shares of BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF worth $2.07K as of Q2 2026.
  • BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1230 holding.
  • Cape Investment Advisory first reported a position in BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.