B&D White Capital Company’s VanEck BDC Income ETF BIZD Stock Holding History

B&D White Capital Company’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	-28,774	Closed	-$390K	–	102
2022 Q3	$390K	Buy	28,774 +691	+2%	+$10.8K	0.15%	50
2022 Q2	$424K	Buy	28,083 +1,621	+6%	+$26.5K	0.18%	40
2022 Q1	$473K	Buy	+26,462	New	+$464K	0.15%	47

Other funds holding BIZD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

B&D White Capital Company's BIZD Position: Q4 2022 in Review

B&D White Capital Company sold out of VanEck BDC Income ETF (BIZD) in Q4 2022, closing a stake of 28,774 shares — an estimated $390K sold.

B&D White Capital Company first reported a position in BIZD in Q1 2022 and held it in 3 quarters. The position peaked at $473K in Q1 2022. 133 funds tracked by Wall St. Rank hold BIZD as of Q4 2022.

B&D White Capital Company reported no remaining VanEck BDC Income ETF position as of Q4 2022 after selling out during the quarter.
B&D White Capital Company sold 28,774 VanEck BDC Income ETF shares in Q4 2022, an estimated $390K.
B&D White Capital Company first reported a position in VanEck BDC Income ETF in Q1 2022 and held it in 3 quarters.
B&D White Capital Company's VanEck BDC Income ETF position peaked at $473K in Q1 2022.
133 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2022.

Based on B&D White Capital Company's 13F filing for Q4 2022, filed 7 Feb 2023.