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Sandbox Financial Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Sandbox Financial Partners’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
2024
Q2 		– Sell
-15,383
Closed -$260K – 100
2024
Q1 		$260K Buy
+15,383
New +$251K 0.11% 84

Other funds holding BIZD

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sandbox Financial Partners's BIZD Position: Q2 2024 in Review

Sandbox Financial Partners sold out of VanEck BDC Income ETF (BIZD) in Q2 2024, closing a stake of 15,383 shares — an estimated $260K sold.

Sandbox Financial Partners first reported a position in BIZD in Q1 2024 and held it in 1 quarter. The position peaked at $260K in Q1 2024. 196 funds tracked by Wall St. Rank hold BIZD as of Q2 2024.

  • Sandbox Financial Partners reported no remaining VanEck BDC Income ETF position as of Q2 2024 after selling out during the quarter.
  • Sandbox Financial Partners sold 15,383 VanEck BDC Income ETF shares in Q2 2024, an estimated $260K.
  • Sandbox Financial Partners first reported a position in VanEck BDC Income ETF in Q1 2024 and held it in 1 quarter.
  • Sandbox Financial Partners's VanEck BDC Income ETF position peaked at $260K in Q1 2024.
  • 196 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2024.

Based on Sandbox Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.