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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
Q2 		$462K Buy
10,351
+687
+7% +$30.7K 0.02% 340
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 $3.12B AUM 14.06% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 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 $8.39B AUM 37.75% 1-Year Est. Return

Evergreen Wealth Solutions's XEMD Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) stake by 7.1% in Q2 2026, buying an estimated $30.7K and bringing the position to 10,351 shares worth $462K. The position accounts for 0.02% of the portfolio, ranked #340.

Evergreen Wealth Solutions first reported a position in XEMD in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold XEMD as of Q2 2026.

  • Evergreen Wealth Solutions held 10,351 shares of BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF worth $462K as of Q2 2026.
  • Evergreen Wealth Solutions bought 687 BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF shares in Q2 2026, an estimated $30.7K.
  • BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #340 holding.
  • Evergreen Wealth Solutions first reported a position in BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.