Creative Planning’s VanEck China Bond ETF CBON Stock Holding History

Creative Planning’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
2022 Q3	–	Sell	-9,485	Closed	-$222K	–	2339
2022 Q2	$222K	Hold	9,485	–	–	﹤0.01%	1813
2022 Q1	$234K	Hold	9,485	–	–	﹤0.01%	1795
2021 Q4	$234K	Hold	9,485	–	–	﹤0.01%	1782
2021 Q3	$231K	Hold	9,485	–	–	﹤0.01%	1770
2021 Q2	$228K	Buy	+9,485	New	+$229K	﹤0.01%	1731
2017 Q3	–	Sell	-568	Closed	-$13K	–	2160
2017 Q2	$13K	Hold	568	–	–	﹤0.01%	3442
2017 Q1	$13K	Hold	568	–	–	﹤0.01%	3409
2016 Q4	$12K	Sell	568 -120	-17%	-$2.73K	﹤0.01%	3405
2016 Q3	$16K	Hold	688	–	–	﹤0.01%	3197
2016 Q2	$16K	Buy	+688	New	+$16.4K	﹤0.01%	2936

Other funds holding CBON

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's CBON Position: Q3 2022 in Review

Creative Planning sold out of VanEck China Bond ETF (CBON) in Q3 2022, closing a stake of 9,485 shares — an estimated $222K sold.

Creative Planning first reported a position in CBON in Q2 2016 and held it in 10 quarters. The position peaked at $234K in Q1 2022. 19 funds tracked by Wall St. Rank hold CBON as of Q3 2022.

Creative Planning reported no remaining VanEck China Bond ETF position as of Q3 2022 after selling out during the quarter.
Creative Planning sold 9,485 VanEck China Bond ETF shares in Q3 2022, an estimated $222K.
Creative Planning first reported a position in VanEck China Bond ETF in Q2 2016 and held it in 10 quarters.
Creative Planning's VanEck China Bond ETF position peaked at $234K in Q1 2022.
19 funds tracked by Wall St. Rank held VanEck China Bond ETF as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.