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

Independent Wealth Network’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 		$772K Sell
17,576
-12,666
-42% -$567K 0.23% 117
2025
Q4 		$1.35M Buy
30,242
+20,060
+197% +$890K 0.41% 60
2025
Q3 		$445K Buy
+10,182
New +$442K 0.14% 164

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

Independent Wealth Network's XEMD Position: Q1 2026 in Review

Independent Wealth Network reduced its BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) stake by 42% in Q1 2026, selling an estimated $567K and leaving 17,576 shares worth $772K. The position accounts for 0.23% of the portfolio, ranked #117.

Independent Wealth Network first reported a position in XEMD in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.35M in Q4 2025. 52 funds tracked by Wall St. Rank hold XEMD as of Q1 2026.

  • Independent Wealth Network held 17,576 shares of BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF worth $772K as of Q1 2026.
  • Independent Wealth Network sold 12,666 BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF shares in Q1 2026, an estimated $567K.
  • BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF made up 0.23% of Independent Wealth Network's portfolio in Q1 2026, its #117 holding.
  • Independent Wealth Network first reported a position in BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Independent Wealth Network's BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF position peaked at $1.35M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.