Kestra Advisory Services
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Kestra Advisory Services’s VanEck China Bond ETF CBON Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,142
Closed -$26.1K – 3309
2025
Q4 		$26.1K Buy
+1,142
New +$25.7K ﹤0.01% 4373

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Rockefeller Capital Management
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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
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Kestra Advisory Services's CBON Position: Q1 2026 in Review

Kestra Advisory Services sold out of VanEck China Bond ETF (CBON) in Q1 2026, closing a stake of 1,142 shares — an estimated $26.1K sold.

Kestra Advisory Services first reported a position in CBON in Q4 2025 and held it in 1 quarter. The position peaked at $26.1K in Q4 2025. 11 funds tracked by Wall St. Rank hold CBON as of Q1 2026.

  • Kestra Advisory Services reported no remaining VanEck China Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,142 VanEck China Bond ETF shares in Q1 2026, an estimated $26.1K.
  • Kestra Advisory Services first reported a position in VanEck China Bond ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's VanEck China Bond ETF position peaked at $26.1K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held VanEck China Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.