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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
Q2 		$322K Sell
7,166
-27
-0.4% -$1.21K 0.18% 114
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 $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

Richardson Financial Services's XEMD Position: Q2 2026 in Review

Richardson Financial Services reduced its BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) stake by 0.38% in Q2 2026, selling an estimated $1.21K and leaving 7,166 shares worth $322K. The position accounts for 0.18% of the portfolio, ranked #114.

Richardson Financial Services first reported a position in XEMD in Q4 2025 and has held it in 3 quarters since. The position peaked at $332K in Q4 2025. 60 funds tracked by Wall St. Rank hold XEMD as of Q2 2026.

  • Richardson Financial Services held 7,166 shares of BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF worth $322K as of Q2 2026.
  • Richardson Financial Services sold 27 BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF shares in Q2 2026, an estimated $1.21K.
  • BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF made up 0.18% of Richardson Financial Services's portfolio in Q2 2026, its #114 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 3 quarters since.
  • Richardson Financial Services's BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF position peaked at $332K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.