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 Q3	$732K	Buy	17,042 +2,287	+15%	+$101K	0.18%	149
2026 Q2	$663K	Sell	14,755 -2,821	-16%	-$126K	0.17%	154
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

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Greystone Financial Group Bloomfield Hills, Michigan $360M AUM 24.14% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Independent Wealth Network's XEMD Position: Q3 2026 in Review

Independent Wealth Network increased its BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) stake by 15% in Q3 2026, buying an estimated $101K and bringing the position to 17,042 shares worth $732K. The position accounts for 0.18% of the portfolio, ranked #149.

Independent Wealth Network first reported a position in XEMD in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.35M in Q4 2025. 48 funds tracked by Wall St. Rank hold XEMD as of Q3 2026.

Independent Wealth Network held 17,042 shares of BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF worth $732K as of Q3 2026.
Independent Wealth Network bought 2,287 BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF shares in Q3 2026, an estimated $101K.
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF made up 0.18% of Independent Wealth Network's portfolio in Q3 2026, its #149 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 5 quarters since.
Independent Wealth Network's BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF position peaked at $1.35M in Q4 2025.
48 funds tracked by Wall St. Rank held BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.