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Personal CFO Solutions’s VanEck China Bond ETF CBON Stock Holding History

Personal CFO Solutions’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
2021
Q2 		– Sell
-20,469
Closed -$486K – 446
2021
Q1 		$486K Buy
+20,469
New +$491K 0.11% 180

Other funds holding CBON

LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $166M AUM 16.79% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Personal CFO Solutions's CBON Position: Q2 2021 in Review

Personal CFO Solutions sold out of VanEck China Bond ETF (CBON) in Q2 2021, closing a stake of 20,469 shares — an estimated $486K sold.

Personal CFO Solutions first reported a position in CBON in Q1 2021 and held it in 1 quarter. The position peaked at $486K in Q1 2021. 22 funds tracked by Wall St. Rank hold CBON as of Q2 2021.

  • Personal CFO Solutions reported no remaining VanEck China Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Personal CFO Solutions sold 20,469 VanEck China Bond ETF shares in Q2 2021, an estimated $486K.
  • Personal CFO Solutions first reported a position in VanEck China Bond ETF in Q1 2021 and held it in 1 quarter.
  • Personal CFO Solutions's VanEck China Bond ETF position peaked at $486K in Q1 2021.
  • 22 funds tracked by Wall St. Rank held VanEck China Bond ETF as of Q2 2021.

Based on Personal CFO Solutions's 13F filing for Q2 2021, filed 22 Jul 2021.