Sound Income Strategies, LLC XEMD — JP MORGAN USD EMBONDBLOXX ETF TRUST

Ownership history in Sound Income Strategies, LLC  ·  6 quarters on record

AI Ownership Summary

Sound Income Strategies, LLC reported JP MORGAN USD EMBONDBLOXX ETF TRUST (XEMD) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.7% in 2026 Q1. The latest visible filing shows XEMD at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XEMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sound Income Strategies, LLC's position in JP MORGAN USD EMBONDBLOXX ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XEMD was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XEMD stock page Sound Income Strategies, LLC fund profile Sound Income Strategies, LLC full holdings
How Sound Income Strategies, LLC held XEMD — position size vs. price
% of Fund (quarterly)    XEMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 337,656 +7,576 +2.3% 0.68% $15.2M 2026-07-20 $43.92
2026 Q1 ADDED — — — 330,080 +13,467 +4.3% 0.70% $14.5M 2026-04-27 $43.53
2025 Q4 ADDED — — — 316,613 +33,858 +12.0% 0.67% $14.2M 2026-01-21 $42.98
2025 Q3 ADDED — — — 282,755 +25,291 +9.8% 0.68% $12.4M 2025-10-10 $41.13
2025 Q2 ADDED — — — 257,464 +117,068 +83.4% 0.64% $11.1M 2025-07-17 $39.84
2025 Q1 INITIATED — — — 140,396 — — 0.35% $5.9M 2025-04-17 $38.22

🏢 Other funds also holding XEMD

As of 2026 Q2 — sorted by position size

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3Y 7Y 13.57% Viaable, LLC 8.35% DORVAL Corp 4.22% Municipal Employees' Retirement System of Michigan 3Y 7Y 2.34% Strait & Sound Wealth Management LLC 3Y 1.19% Kestra Investment Management, LLC 0.77% POTOMAC FUND MANAGEMENT INC /ADV 0.75% INVESTED ADVISORS 0.58% Camarda Financial Advisors, LLC 3Y 7Y 0.41% North Forty Two & Co. 0.33%

FAQ About Sound Income Strategies, LLC and XEMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sound Income Strategies, LLC reported owning XEMD?

Sound Income Strategies, LLC reported XEMD across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported XEMD position in Sound Income Strategies, LLC's portfolio?

The largest reported portfolio weight for XEMD was 0.70% in 2026 Q1.

What is the latest reported XEMD position on this page?

The most recent filing on this page is 2026 Q2, when Sound Income Strategies, LLC reported 337,656 shares, equal to 0.68% of portfolio, with an estimated market value of $15.2M.

What does the chart on this XEMD ownership page compare?

The chart compares Sound Income Strategies, LLC's quarterly XEMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sound Income Strategies, LLC time their XEMD position?

Based on 13F filing dates vs. subsequent XEMD price moves, Sound Income Strategies, LLC correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on XEMD relative to SPY over the holding period was +939.4%.

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