MGB 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
$122K Hold
7,493
0.04% 234
2025
Q1
$126K Hold
7,493
0.05% 225
2024
Q4
$125K Buy
7,493
+743
+11% +$12.4K 0.04% 217
2024
Q3
$112K Sell
6,750
-750
-10% -$12.4K 0.04% 209
2024
Q2
$127K Buy
7,500
+300
+4% +$5.09K 0.05% 209
2024
Q1
$122K Buy
7,200
+450
+7% +$7.61K 0.05% 199
2023
Q4
$108K Buy
+6,750
New +$108K 0.05% 199