SFG Wealth Management’s VanEck China Bond ETF CBON Stock Holding History

SFG Wealth Management’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 Q1	–	Sell	-20,889	Closed	-$516K	–	89
2021 Q4	$516K	Buy	+20,889	New	+$513K	0.46%	52

Other funds holding CBON

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $169M AUM 17.23% 1-Year Est. Return

AllGen Financial Advisors Orlando, Florida $422M AUM 16% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return