IHT 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
$462K Buy
28,408
+2,888
+11% +$47K 0.01% 728
2025
Q1
$428K Buy
25,520
+4,059
+19% +$68K 0.01% 725
2024
Q4
$357K Buy
21,461
+7,323
+52% +$122K 0.01% 800
2024
Q3
$234K Buy
14,138
+311
+2% +$5.15K 0.01% 1026
2024
Q2
$237K Sell
13,827
-1,070
-7% -$18.3K 0.01% 885
2024
Q1
$252K Hold
14,897
0.01% 860
2023
Q4
$239K Buy
14,897
+22
+0.1% +$353 0.01% 852
2023
Q3
$238K Sell
14,875
-1,779
-11% -$28.5K 0.01% 817
2023
Q2
$256K Sell
16,654
-1,039
-6% -$16K 0.01% 783
2023
Q1
$262K Sell
17,693
-8,582
-33% -$127K 0.02% 741
2022
Q4
$372K Sell
26,275
-45,569
-63% -$645K 0.02% 581
2022
Q3
$975K Sell
71,844
-115,273
-62% -$1.56M 0.07% 284
2022
Q2
$2.83M Buy
187,117
+110,393
+144% +$1.67M 0.25% 92
2022
Q1
$1.37M Buy
76,724
+15,077
+24% +$270K 0.1% 199
2021
Q4
$1.06M Buy
61,647
+27,944
+83% +$481K 0.08% 245
2021
Q3
$578K Buy
+33,703
New +$578K 0.05% 380
2019
Q4
Sell
-12,761
Closed -$215K 625
2019
Q3
$215K Sell
12,761
-9,554
-43% -$161K 0.03% 524
2019
Q2
$371K Buy
+22,315
New +$371K 0.05% 349