WESPAC Advisors SoCal’s BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF XEMD Stock Holding History

WESPAC Advisors SoCal’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
2025 Q1	–	Sell	-227,892	Closed	-$9.5M	–	114
2024 Q4	$9.5M	Buy	227,892 +14,904	+7%	+$629K	2.15%	16
2024 Q3	$9.13M	Buy	212,988 +52,595	+33%	+$2.2M	2.11%	21
2024 Q2	$6.59M	Buy	+160,393	New	+$6.6M	1.66%	23

Other funds holding XEMD

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SSWM

Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

WESPAC Advisors SoCal's XEMD Position: Q1 2025 in Review

WESPAC Advisors SoCal sold out of BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) in Q1 2025, closing a stake of 227,892 shares — an estimated $9.5M sold.

WESPAC Advisors SoCal first reported a position in XEMD in Q2 2024 and held it in 3 quarters. The position peaked at $9.5M in Q4 2024. 16 funds tracked by Wall St. Rank hold XEMD as of Q1 2025.

WESPAC Advisors SoCal reported no remaining BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF position as of Q1 2025 after selling out during the quarter.
WESPAC Advisors SoCal sold 227,892 BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF shares in Q1 2025, an estimated $9.5M.
WESPAC Advisors SoCal first reported a position in BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF in Q2 2024 and held it in 3 quarters.
WESPAC Advisors SoCal's BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF position peaked at $9.5M in Q4 2024.
16 funds tracked by Wall St. Rank held BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF as of Q1 2025.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2025, filed 6 May 2025.