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

Upper Left 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
2023 Q1	–	Sell	-59,246	Closed	-$1.31M	–	55
2022 Q4	$1.31M	Buy	59,246 +1	+0%	+$22	1.55%	23
2022 Q3	$1.3M	Sell	59,245 -2,076	-3%	-$47.4K	1.7%	20
2022 Q2	$1.44M	Sell	61,321 -264	-0.4%	-$6.23K	1.66%	22
2022 Q1	$1.51M	Buy	61,585 +168	+0.3%	+$4.16K	1.57%	23
2021 Q4	$1.52M	Buy	+61,417	New	+$1.51M	1.51%	22

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

Upper Left Wealth Management's CBON Position: Q1 2023 in Review

Upper Left Wealth Management sold out of VanEck China Bond ETF (CBON) in Q1 2023, closing a stake of 59,246 shares — an estimated $1.31M sold.

Upper Left Wealth Management first reported a position in CBON in Q4 2021 and held it in 5 quarters. The position peaked at $1.52M in Q4 2021. 10 funds tracked by Wall St. Rank hold CBON as of Q1 2023.

Upper Left Wealth Management reported no remaining VanEck China Bond ETF position as of Q1 2023 after selling out during the quarter.
Upper Left Wealth Management sold 59,246 VanEck China Bond ETF shares in Q1 2023, an estimated $1.31M.
Upper Left Wealth Management first reported a position in VanEck China Bond ETF in Q4 2021 and held it in 5 quarters.
Upper Left Wealth Management's VanEck China Bond ETF position peaked at $1.52M in Q4 2021.
10 funds tracked by Wall St. Rank held VanEck China Bond ETF as of Q1 2023.

Based on Upper Left Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.