IFP Advisors’s VanEck China Bond ETF CBON Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-2,704	Closed	-$64K	–	3524
2022 Q4	$64K	Hold	2,704	–	–	﹤0.01%	2060
2022 Q3	$64K	Sell	2,704 -4,855	-64%	-$111K	﹤0.01%	2183
2022 Q2	$177K	Hold	7,559	–	–	0.01%	1334
2022 Q1	$177K	Buy	+7,559	New	+$187K	0.01%	1334

Other funds holding CBON

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

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

FTUS

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PHS

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFP Advisors's CBON Position: Q1 2023 in Review

IFP Advisors sold out of VanEck China Bond ETF (CBON) in Q1 2023, closing a stake of 2,704 shares — an estimated $64K sold.

IFP Advisors first reported a position in CBON in Q1 2022 and held it in 4 quarters. The position peaked at $177K in Q2 2022. 10 funds tracked by Wall St. Rank hold CBON as of Q1 2023.

IFP Advisors reported no remaining VanEck China Bond ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 2,704 VanEck China Bond ETF shares in Q1 2023, an estimated $64K.
IFP Advisors first reported a position in VanEck China Bond ETF in Q1 2022 and held it in 4 quarters.
IFP Advisors's VanEck China Bond ETF position peaked at $177K in Q2 2022.
10 funds tracked by Wall St. Rank held VanEck China Bond ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.