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Baldwin Wealth Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Baldwin Wealth Partners’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
2023
Q3 		– Sell
-420
Closed -$6.45K – 757
2023
Q2 		$6.45K Buy
+420
New +$6.14K ﹤0.01% 631

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Baldwin Wealth Partners's BIZD Position: Q3 2023 in Review

Baldwin Wealth Partners sold out of VanEck BDC Income ETF (BIZD) in Q3 2023, closing a stake of 420 shares — an estimated $6.45K sold.

Baldwin Wealth Partners first reported a position in BIZD in Q2 2023 and held it in 1 quarter. The position peaked at $6.45K in Q2 2023. 153 funds tracked by Wall St. Rank hold BIZD as of Q3 2023.

  • Baldwin Wealth Partners reported no remaining VanEck BDC Income ETF position as of Q3 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 420 VanEck BDC Income ETF shares in Q3 2023, an estimated $6.45K.
  • Baldwin Wealth Partners first reported a position in VanEck BDC Income ETF in Q2 2023 and held it in 1 quarter.
  • Baldwin Wealth Partners's VanEck BDC Income ETF position peaked at $6.45K in Q2 2023.
  • 153 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2023.

Based on Baldwin Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.