AS
BIZD icon

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
Q1 		– Sell
-214,000
Closed -$3.74M – 541
2021
Q4 		$3.74M Buy
+214,000
New +$3.71M 0.03% 97

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
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.