Creative Planning’s VanEck BDC Income ETF BIZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.79M | Buy |
139,756
+72,156
| +107% | +$972K | ﹤0.01% | 1987 |
|
|
2025
Q4 | $959K | Sell |
67,600
-6,570
| -9% | -$94.2K | ﹤0.01% | 2316 |
|
|
2025
Q3 | $1.11M | Sell |
74,170
-23,536
| -24% | -$376K | ﹤0.01% | 2018 |
|
|
2025
Q2 | $1.59M | Sell |
97,706
-5,706
| -6% | -$89.3K | ﹤0.01% | 1491 |
|
|
2025
Q1 | $1.73M | Sell |
103,412
-6,490
| -6% | -$111K | ﹤0.01% | 1281 |
|
|
2024
Q4 | $1.83M | Buy |
109,902
+1,903
| +2% | +$31.4K | ﹤0.01% | 1188 |
|
|
2024
Q3 | $1.79M | Sell |
107,999
-4,913
| -4% | -$80.6K | ﹤0.01% | 1131 |
|
|
2024
Q2 | $1.93M | Sell |
112,912
-3,635
| -3% | -$61.2K | ﹤0.01% | 1003 |
|
|
2024
Q1 | $1.97M | Sell |
116,547
-2,572
| -2% | -$42K | ﹤0.01% | 960 |
|
|
2023
Q4 | $1.91M | Sell |
119,119
-8,223
| -6% | -$129K | ﹤0.01% | 934 |
|
|
2023
Q3 | $2.04M | Sell |
127,342
-23,238
| -15% | -$364K | ﹤0.01% | 842 |
|
|
2023
Q2 | $2.31M | Sell |
150,580
-8,423
| -5% | -$123K | ﹤0.01% | 752 |
|
|
2023
Q1 | $2.36M | Sell |
159,003
-2,825
| -2% | -$42.4K | ﹤0.01% | 723 |
|
|
2022
Q4 | $2.29M | Buy |
161,828
+1,606
| +1% | +$23.5K | ﹤0.01% | 707 |
|
|
2022
Q3 | $2.17M | Sell |
160,222
-2,262
| -1% | -$35.3K | ﹤0.01% | 676 |
|
|
2022
Q2 | $2.45M | Sell |
162,484
-4,563
| -3% | -$74.7K | ﹤0.01% | 649 |
|
|
2022
Q1 | $2.99M | Sell |
167,047
-3,401
| -2% | -$59.6K | ﹤0.01% | 600 |
|
|
2021
Q4 | $2.93M | Sell |
170,448
-26,834
| -14% | -$465K | ﹤0.01% | 573 |
|
|
2021
Q3 | $3.38M | Sell |
197,282
-6,248
| -3% | -$107K | 0.01% | 524 |
|
|
2021
Q2 | $3.49M | Buy |
203,530
+191,345
| +1,570% | +$3.23M | 0.01% | 497 |
|
|
2021
Q1 | $197K | Buy |
+12,185
| New | +$185K | ﹤0.01% | 2106 |
|
|
2020
Q3 | – | Sell |
-10,722
| Closed | -$130K | – | 2159 |
|
|
2020
Q2 | $130K | Buy |
+10,722
| New | +$119K | ﹤0.01% | 1619 |
|
|
2018
Q4 | – | Sell |
-15,829
| Closed | -$270K | – | 1961 |
|
|
2018
Q3 | $270K | Buy |
+15,829
| New | +$270K | ﹤0.01% | 1472 |
|
|
2017
Q4 | – | Sell |
-15,485
| Closed | -$277K | – | 1910 |
|
|
2017
Q3 | $277K | Buy |
15,485
+11,000
| +245% | +$195K | ﹤0.01% | 1375 |
|
|
2017
Q2 | $82K | Hold |
4,485
| – | – | ﹤0.01% | 2135 |
|
|
2017
Q1 | $86K | Buy |
4,485
+485
| +12% | +$9.09K | ﹤0.01% | 2051 |
|
|
2016
Q4 | $72K | Hold |
4,000
| – | – | ﹤0.01% | 2088 |
|
|
2016
Q3 | $71K | Buy |
4,000
+3,000
| +300% | +$52.1K | ﹤0.01% | 2093 |
|
|
2016
Q2 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 2900 |
|
|
2016
Q1 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 2902 |
|
|
2015
Q4 | $16K | Buy |
+1,000
| New | +$16.3K | ﹤0.01% | 2972 |
|
Other funds holding BIZD
GAM
CA
IFG