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SA
Shilanski & Associates’s
VanEck BDC Income ETF
BIZD
Stock Holding History
Shilanski & Associates’s Portfolio
BIZD Stock Details
BIZD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$3.1M
Buy
207,821
+4,771
+2%
+$76.3K
0.83%
41
2025
Q2
$3.31M
Buy
203,050
+3,041
+2%
+$47.6K
0.94%
33
2025
Q1
$3.35M
Buy
200,009
+2,148
+1%
+$36.7K
1.05%
33
2024
Q4
$3.29M
Sell
197,861
-2,255
-1%
-$37.2K
1.06%
32
2024
Q3
$3.31M
Sell
200,116
-5,563
-3%
-$91.3K
1.08%
34
2024
Q2
$3.52M
Buy
205,679
+1,107
+0.5%
+$18.6K
1.18%
28
2024
Q1
$3.46M
Sell
204,572
-306
-0.1%
-$5K
1.19%
29
2023
Q4
$3.29M
Buy
204,878
+1,511
+0.7%
+$23.6K
1.25%
28
2023
Q3
$3.26M
Buy
203,367
+4,243
+2%
+$66.4K
1.33%
28
2023
Q2
$3.06M
Buy
199,124
+3,066
+2%
+$44.9K
1.24%
28
2023
Q1
$2.76M
Buy
196,058
+1,075
+0.6%
+$16.1K
1.24%
32
2022
Q4
$2.76M
Buy
+194,983
New
+$2.85M
1.21%
33
Other funds holding BIZD
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
GAM
Generali Asset Management
Trieste, Italy
$4.79B AUM
26.21%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Bank Julius Baer & Co
Zurich, Switzerland
$33.2B AUM
25.01%
1-Year Est. Return
IFG
Independent Financial Group
San Diego, California
$5.35B AUM
43.78%
1-Year Est. Return
MHFA
Mission Hills Financial Advisory
San Diego, California
$195M AUM
8.43%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
QC
Quadrature Capital
London, United Kingdom
$8.4B AUM
63.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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