Altshuler Shaham’s VanEck BDC Income ETF BIZD Stock Holding History

Altshuler Shaham’s Portfolio BIZD Stock Details BIZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-214,000	Closed	-$2.89M	–	467
2022 Q3	$2.89M	Hold	214,000	–	–	0.07%	34
2022 Q2	$3.23M	Hold	214,000	–	–	0.05%	41
2022 Q1	$3.83M	Buy	+214,000	New	+$3.75M	0.03%	89
2021 Q4	–	Sell	-214,000	Closed	-$3.71M	–	541
2021 Q3	$3.69M	Hold	214,000	–	–	0.03%	112
2021 Q2	$3.67M	Hold	214,000	–	–	0.03%	124
2021 Q1	$3.47M	Hold	214,000	–	–	0.04%	57
2020 Q4	$2.99M	Buy	+214,000	New	+$2.76M	0.06%	40

Other funds holding BIZD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Altshuler Shaham's BIZD Position: Q4 2022 in Review

Altshuler Shaham sold out of VanEck BDC Income ETF (BIZD) in Q4 2022, closing a stake of 214,000 shares — an estimated $2.89M sold.

Altshuler Shaham first reported a position in BIZD in Q4 2020 and held it in 7 quarters. The position peaked at $3.83M in Q1 2022. 133 funds tracked by Wall St. Rank hold BIZD as of Q4 2022.

Altshuler Shaham reported no remaining VanEck BDC Income ETF position as of Q4 2022 after selling out during the quarter.
Altshuler Shaham sold 214,000 VanEck BDC Income ETF shares in Q4 2022, an estimated $2.89M.
Altshuler Shaham first reported a position in VanEck BDC Income ETF in Q4 2020 and held it in 7 quarters.
Altshuler Shaham's VanEck BDC Income ETF position peaked at $3.83M in Q1 2022.
133 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.