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Summit Wealth & Retirement Planning’s VanEck China Bond ETF CBON Stock Holding History

Summit Wealth & Retirement 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
Q4 		– Sell
-18,778
Closed -$412K – 105
2022
Q3 		$412K Sell
18,778
-80
-0.4% -$1.83K 0.16% 72
2022
Q2 		$441K Sell
18,858
-300
-2% -$7.08K 0.17% 73
2022
Q1 		$472K Sell
19,158
-788
-4% -$19.5K 0.17% 70
2021
Q4 		$492K Sell
19,946
-400
-2% -$9.82K 0.17% 61
2021
Q3 		$496K Sell
20,346
-5,124
-20% -$124K 0.18% 59
2021
Q2 		$614K Sell
25,470
-358
-1% -$8.64K 0.23% 57
2021
Q1 		$613K Buy
+25,828
New +$619K 0.23% 66

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SIG
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IA
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UBS Group
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