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Richardson Financial Services’s BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF XEMD Stock Holding History

Richardson Financial Services’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 		$316K Sell
7,193
-252
-3% -$11.3K 0.2% 119
2025
Q4 		$332K Buy
+7,445
New +$330K 0.11% 117

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

Richardson Financial Services's XEMD Position: Q1 2026 in Review

Richardson Financial Services reduced its BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) stake by 3.4% in Q1 2026, selling an estimated $11.3K and leaving 7,193 shares worth $316K. The position accounts for 0.2% of the portfolio, ranked #119.

Richardson Financial Services first reported a position in XEMD in Q4 2025 and has held it in 2 quarters since. The position peaked at $332K in Q4 2025. 52 funds tracked by Wall St. Rank hold XEMD as of Q1 2026.

  • Richardson Financial Services held 7,193 shares of BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF worth $316K as of Q1 2026.
  • Richardson Financial Services sold 252 BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF shares in Q1 2026, an estimated $11.3K.
  • BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF made up 0.2% of Richardson Financial Services's portfolio in Q1 2026, its #119 holding.
  • Richardson Financial Services first reported a position in BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Richardson Financial Services's BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF position peaked at $332K 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 Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.