HB Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
20,090
-4,899
| -20% | -$79.8K | ﹤0.01% | 890 |
|
|
2025
Q1 | $419K | Hold |
24,989
| – | – | ﹤0.01% | 810 |
|
|
2024
Q4 | $416K | Buy |
24,989
+8,480
| +51% | +$141K | ﹤0.01% | 679 |
|
|
2024
Q3 | $273K | Buy |
16,509
+192
| +1% | +$3.18K | ﹤0.01% | 781 |
|
|
2024
Q2 | $279K | Buy |
16,317
+195
| +1% | +$3.34K | ﹤0.01% | 732 |
|
|
2024
Q1 | $272K | Buy |
16,122
+198
| +1% | +$3.35K | ﹤0.01% | 689 |
|
|
2023
Q4 | $255K | Buy |
15,924
+915
| +6% | +$14.7K | ﹤0.01% | 665 |
|
|
2023
Q3 | $241K | Buy |
15,009
+214
| +1% | +$3.43K | ﹤0.01% | 640 |
|
|
2023
Q2 | $227K | Buy |
14,795
+231
| +2% | +$3.55K | ﹤0.01% | 629 |
|
|
2023
Q1 | $216K | Sell |
14,564
-7,435
| -34% | -$110K | ﹤0.01% | 652 |
|
|
2022
Q4 | $311K | Sell |
21,999
-7,426
| -25% | -$105K | 0.01% | 504 |
|
|
2022
Q3 | $399K | Sell |
29,425
-19,711
| -40% | -$267K | 0.01% | 381 |
|
|
2022
Q2 | $742K | Sell |
49,136
-26,236
| -35% | -$396K | 0.02% | 293 |
|
|
2022
Q1 | $1.35M | Sell |
75,372
-23,597
| -24% | -$423K | 0.03% | 227 |
|
|
2021
Q4 | $1.7M | Buy |
+98,969
| New | +$1.7M | 0.03% | 176 |
|