XEMD — BONDBLOXX ETF TRUST

Ownership history in ASSETMARK, INC  ·  1 quarter on record

This page tracks every 13F SEC filing in which ASSETMARK, INC reported a position in BONDBLOXX ETF TRUST (XEMD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q4)
Avg. % of fund
0.04%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 438,534 — — 0.04% $19.5M $44.18
% of Fund (quarterly)    XEMD price (monthly, adj. close)

Other funds also holding XEMD

As of 2025 Q4 — sorted by position size

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3Y 7Y 10.5% DORVAL Corp 2.73% Municipal Employees' Retirement System of Michigan 3Y 7Y 2.38% Strait & Sound Wealth Management LLC 3Y 1.02% Encompass More Asset Management 0.74% Sound Income Strategies, LLC 3Y 7Y 0.67% Camarda Financial Advisors, LLC 3Y 7Y 0.47% Independent Wealth Network Inc. 3Y 0.41% RICHARDSON FINANCIAL SERVICES INC. 0.11% CGN Advisors LLC 3Y 0.05%
← Back to ASSETMARK, INC Holdings