Client First Investment Management
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Client First Investment Management’s VanEck China Bond ETF CBON Stock Holding History

Client First Investment Management’s Portfolio CBON Stock Details CBON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.92M Buy
121,045
+72,413
+149% +$1.74M 1.39% 13
2026
Q2 		$1.16M Buy
+48,632
New +$1.15M 0.49% 22

Other funds holding CBON

Eldridge Investment Advisors
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AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Purpose Unlimited Inc
Purpose Unlimited Inc Toronto $2.8B AUM 19.62% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Client First Investment Management's CBON Position: Q3 2026 in Review

Client First Investment Management increased its VanEck China Bond ETF (CBON) stake by 149% in Q3 2026, buying an estimated $1.74M and bringing the position to 121,045 shares worth $2.92M. The position accounts for 1.39% of the portfolio, ranked #13.

Client First Investment Management first reported a position in CBON in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold CBON as of Q3 2026.

  • Client First Investment Management held 121,045 shares of VanEck China Bond ETF worth $2.92M as of Q3 2026.
  • Client First Investment Management bought 72,413 VanEck China Bond ETF shares in Q3 2026, an estimated $1.74M.
  • VanEck China Bond ETF made up 1.39% of Client First Investment Management's portfolio in Q3 2026, its #13 holding.
  • Client First Investment Management first reported a position in VanEck China Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held VanEck China Bond ETF as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.