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

Evergreen Wealth Solutions’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 		$425K Buy
+9,664
New +$432K 0.03% 275

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 $374B AUM 17.66% 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 $49B AUM 17.78% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 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

Evergreen Wealth Solutions's XEMD Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) in Q1 2026: 9,664 shares worth $425K. The stake represents 0.03% of the portfolio and ranks #275 among its holdings.

52 funds tracked by Wall St. Rank hold XEMD as of Q1 2026.

  • Evergreen Wealth Solutions held 9,664 shares of BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF worth $425K as of Q1 2026.
  • BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF was a new Evergreen Wealth Solutions position in Q1 2026.
  • BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF made up 0.03% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #275 holding.
  • 52 funds tracked by Wall St. Rank held BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.