Independent Advisor Alliance’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
Q1
Sell
-12,630
Closed -$210K 844
2024
Q4
$210K Buy
+12,630
New +$210K ﹤0.01% 1276
2022
Q1
Sell
-17,947
Closed -$309K 671
2021
Q4
$309K Buy
17,947
+836
+5% +$14.4K 0.02% 511
2021
Q3
$293K Buy
17,111
+317
+2% +$5.43K 0.02% 495
2021
Q2
$288K Sell
16,794
-4,588
-21% -$78.7K 0.02% 513
2021
Q1
$346K Sell
21,382
-276
-1% -$4.47K 0.02% 458
2020
Q4
$297K Buy
21,658
+5,922
+38% +$81.2K 0.02% 435
2020
Q3
$181K Buy
15,736
+455
+3% +$5.23K 0.01% 459
2020
Q2
$183K Buy
15,281
+5,123
+50% +$61.4K 0.02% 447
2020
Q1
$95K Sell
10,158
-205,234
-95% -$1.92M 0.01% 391
2019
Q4
$3.61M Buy
+215,392
New +$3.61M 0.16% 144