Monument Capital Management’s VanEck BDC Income ETF BIZD Stock Holding History

Monument Capital Management’s Portfolio BIZD Stock Details BIZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,272	Closed	-$174K	–	149
2022 Q4	$174K	Hold	12,272	–	–	0.06%	154
2022 Q3	$167K	Sell	12,272 -42,743	-78%	-$666K	0.06%	142
2022 Q2	$831K	Sell	55,015 -1,399	-2%	-$22.9K	0.31%	72
2022 Q1	$1.01M	Sell	56,414 -43,561	-44%	-$764K	0.33%	68
2021 Q4	$1.72M	Sell	99,975 -5,868	-6%	-$102K	0.53%	60
2021 Q3	$1.81M	Buy	105,843 +716	+0.7%	+$12.2K	0.62%	64
2021 Q2	$1.8M	Sell	105,127 -29,922	-22%	-$506K	0.62%	65
2021 Q1	$2.19M	Sell	135,049 -6,692	-5%	-$101K	0.88%	54
2020 Q4	$1.95M	Buy	141,741 +40,674	+40%	+$524K	0.9%	58
2020 Q3	$1.23M	Buy	101,067 +505	+0.5%	+$6.04K	0.65%	66
2020 Q2	$1.22M	Buy	+100,562	New	+$1.12M	0.72%	63

Other funds holding BIZD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Shilanski & Associates Anchorage, Alaska $376M AUM 19.08% 1-Year Est. Return

Monument Capital Management's BIZD Position: Q1 2023 in Review

Monument Capital Management sold out of VanEck BDC Income ETF (BIZD) in Q1 2023, closing a stake of 12,272 shares — an estimated $174K sold.

Monument Capital Management first reported a position in BIZD in Q2 2020 and held it in 11 quarters. The position peaked at $2.19M in Q1 2021. 131 funds tracked by Wall St. Rank hold BIZD as of Q1 2023.

Monument Capital Management reported no remaining VanEck BDC Income ETF position as of Q1 2023 after selling out during the quarter.
Monument Capital Management sold 12,272 VanEck BDC Income ETF shares in Q1 2023, an estimated $174K.
Monument Capital Management first reported a position in VanEck BDC Income ETF in Q2 2020 and held it in 11 quarters.
Monument Capital Management's VanEck BDC Income ETF position peaked at $2.19M in Q1 2021.
131 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2023.

Based on Monument Capital Management's 13F filing for Q1 2023, filed 21 Apr 2023.