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

Connectus Wealth’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
2024
Q1 		$1.93M Buy
46,486
+185
+0.4% +$7.54K 0.05% 188
2023
Q4 		$1.9M Buy
46,301
+2,216
+5% +$87.4K 0.04% 273
2023
Q3 		$1.71M Buy
+44,085
New +$1.75M 0.04% 277

Other funds holding XEMD

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connectus Wealth's XEMD Position: Q1 2024 in Review

Connectus Wealth increased its BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) stake by 0.4% in Q1 2024, buying an estimated $7.54K and bringing the position to 46,486 shares worth $1.93M. The position accounts for 0.05% of the portfolio, ranked #188.

Connectus Wealth first reported a position in XEMD in Q3 2023 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold XEMD as of Q1 2024.

  • Connectus Wealth held 46,486 shares of BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF worth $1.93M as of Q1 2024.
  • Connectus Wealth bought 185 BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF shares in Q1 2024, an estimated $7.54K.
  • BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF made up 0.05% of Connectus Wealth's portfolio in Q1 2024, its #188 holding.
  • Connectus Wealth first reported a position in BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.