IFP Advisors’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 | $912K | Buy |
56,023
+50,910
| +996% | +$829K | 0.03% | 610 |
|
2025
Q1 | $85.7K | Sell |
5,113
-1,130
| -18% | -$18.9K | ﹤0.01% | 1614 |
|
2024
Q4 | $104K | Sell |
6,243
-370,659
| -98% | -$6.16M | ﹤0.01% | 1454 |
|
2024
Q3 | $6.24M | Buy |
376,902
+204,018
| +118% | +$3.38M | 0.23% | 95 |
|
2024
Q2 | $2.96M | Buy |
172,884
+172,321
| +30,608% | +$2.95M | 0.12% | 178 |
|
2024
Q1 | $9.52K | Hold |
563
| – | – | ﹤0.01% | 2251 |
|
2023
Q4 | $9.03K | Hold |
563
| – | – | ﹤0.01% | 2222 |
|
2023
Q3 | $9.03K | Hold |
563
| – | – | ﹤0.01% | 2292 |
|
2023
Q2 | $8.65K | Hold |
563
| – | – | ﹤0.01% | 2353 |
|
2023
Q1 | $9.45K | Sell |
563
-31,792
| -98% | -$534K | ﹤0.01% | 2315 |
|
2022
Q4 | $547K | Sell |
32,355
-9,344
| -22% | -$158K | 0.01% | 854 |
|
2022
Q3 | $702K | Buy |
41,699
+9,441
| +29% | +$159K | 0.02% | 774 |
|
2022
Q2 | $544K | Hold |
32,258
| – | – | 0.02% | 811 |
|
2022
Q1 | $544K | Buy |
32,258
+32,214
| +73,214% | +$543K | 0.02% | 811 |
|
2021
Q4 | $1K | Sell |
44
-52
| -54% | -$1.18K | ﹤0.01% | 2897 |
|
2021
Q3 | $2K | Sell |
96
-1,350
| -93% | -$28.1K | ﹤0.01% | 2755 |
|
2021
Q2 | $25K | Buy |
1,446
+1,350
| +1,406% | +$23.3K | ﹤0.01% | 1820 |
|
2021
Q1 | $2K | Hold |
96
| – | – | ﹤0.01% | 2611 |
|
2020
Q4 | $1K | Sell |
96
-96
| -50% | -$1K | ﹤0.01% | 2700 |
|
2020
Q3 | $2K | Hold |
192
| – | – | ﹤0.01% | 2428 |
|
2020
Q2 | $2K | Buy |
+192
| New | +$2K | ﹤0.01% | 2335 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 2788 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 2889 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 3099 |
|
2019
Q1 | $62K | Buy |
3,826
+970
| +34% | +$15.7K | 0.01% | 874 |
|
2018
Q4 | $41K | Sell |
2,856
-2,998
| -51% | -$43K | ﹤0.01% | 1702 |
|
2018
Q3 | $100K | Buy |
5,854
+1,381
| +31% | +$23.6K | ﹤0.01% | 1462 |
|
2018
Q2 | $74K | Sell |
4,473
-944
| -17% | -$15.6K | ﹤0.01% | 1657 |
|
2018
Q1 | $90K | Hold |
5,417
| – | – | ﹤0.01% | 1444 |
|
2017
Q4 | $90K | Buy |
5,417
+537
| +11% | +$8.92K | ﹤0.01% | 1442 |
|
2017
Q3 | $87K | Sell |
4,880
-12
| -0.2% | -$214 | ﹤0.01% | 1626 |
|
2017
Q2 | $90K | Buy |
4,892
+361
| +8% | +$6.64K | ﹤0.01% | 1570 |
|
2017
Q1 | $87K | Buy |
4,531
+430
| +10% | +$8.26K | ﹤0.01% | 1558 |
|
2016
Q4 | $74K | Buy |
4,101
+546
| +15% | +$9.85K | ﹤0.01% | 1634 |
|
2016
Q3 | $63K | Buy |
3,555
+87
| +3% | +$1.54K | ﹤0.01% | 1657 |
|
2016
Q2 | $58K | Sell |
3,468
-358
| -9% | -$5.99K | ﹤0.01% | 1667 |
|
2016
Q1 | $62K | Sell |
3,826
-131
| -3% | -$2.12K | 0.01% | 874 |
|
2015
Q4 | $62K | Buy |
+3,957
| New | +$62K | ﹤0.01% | 1459 |
|