Purchases and Sales Made in Q2 2025 in Bondbloxx ETF Tr Jp Morgan Usd (XEMD)
This table provides information about the institutional ownership of Bondbloxx ETF Tr Jp Morgan Usd (XEMD) during Q2 2025. The information is specifically focused on institutions that hold shares of BONDBLOXX ETF TR JP MORGAN USD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
1.01M+ 39.78% |
$41M - $43.6M
|
3.55M
$155M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
128K+ 288.92% |
$5.18M - $5.52M
|
172K
$7.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
117K+ 83.38% |
$4.75M - $5.06M
|
257K
$11.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
52.1KNew |
$2.11M - $2.25M
|
52.1K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.41KNew |
$301K - $320K
|
7.41K
$324K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5.26K+ 10.9% |
$214K - $228K
|
53.6K
$2.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.17K+ 2.25% |
$47.5K - $50.7K
|
53.3K
$2.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
412+ 2.63% |
$16.7K - $17.8K
|
16.1K
$702K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
108+ 1.71% |
$4.38K - $4.67K
|
6.43K
$281K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
71New |
$2.88K - $3.07K
|
71
$3.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16New |
$649 - $692
|
16
$700
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
11New |
$446 - $475
|
11
$481
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2New |
$81.1 - $86.4
|
2
$87.5
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-152- 0.52% |
$6.17K - $6.57K
|
28.8K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.13K- 90.48% |
$45.9K - $48.9K
|
119
$5.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15K- 33.16% |
$607K - $647K
|
30.1K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.7K- 55.73% |
$841K - $896K
|
16.5K
$720K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-39K- 79.29% |
$1.58M - $1.68M
|
10.2K
$445K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-123K- 71.49% |
$4.99M - $5.31M
|
49K
$2.14M
|