Carson Wealth (CWM LLC)
XEMD icon

Carson Wealth (CWM LLC)’s BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF XEMD Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$106K Buy
2,416
+1,586
+191% +$71K ﹤0.01% 3213
2025
Q4 		$37K Buy
830
+590
+246% +$26.2K ﹤0.01% 3822
2025
Q3 		$10K Buy
240
+238
+11,900% +$10.3K ﹤0.01% 4501
2025
Q2 		$0 Buy
+2
New +$84 ﹤0.01% 5336

Other funds holding XEMD

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XEMD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) stake by 191% in Q1 2026, buying an estimated $71K and bringing the position to 2,416 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #3213.

Carson Wealth (CWM LLC) first reported a position in XEMD in Q2 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold XEMD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,416 shares of BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF worth $106K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,586 BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF shares in Q1 2026, an estimated $71K.
  • BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3213 holding.
  • Carson Wealth (CWM LLC) first reported a position in BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.