HWM
KBDC

HB Wealth Management’s Kayne Anderson BDC KBDC Stock Holding History

HB Wealth Management’s Portfolio KBDC Stock Details KBDC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3M Buy
196,671
+24,226
+14% +$370K 0.02% 290
2025
Q1 		$2.8M Buy
172,445
+76,250
+79% +$1.24M 0.02% 311
2024
Q4 		$1.59M Buy
+96,195
New +$1.59M 0.02% 322