Creative Planning
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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

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Jane Street
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PHS
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FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $169M AUM 17.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $422M AUM 16% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return