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Apeiron RIA’s VanEck BDC Income ETF BIZD Stock Holding History

Apeiron RIA’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
2026
Q2 		$279K Buy
22,056
+2,546
+13% +$32.2K 0.07% 138
2026
Q1 		$250K Buy
19,510
+1,317
+7% +$17.7K 0.06% 179
2025
Q4 		$250K Buy
18,193
+528
+3% +$7.57K 0.05% 188
2025
Q3 		$246K Sell
17,665
-313
-2% -$5K 0.06% 187
2025
Q2 		$293K Sell
17,978
-459
-2% -$7.18K 0.08% 170
2025
Q1 		$309K Sell
18,437
-317
-2% -$5.41K 0.09% 157
2024
Q4 		$312K Sell
18,754
-3,948
-17% -$65.1K 0.09% 160
2024
Q3 		$376K Sell
22,702
-1,101
-5% -$18.1K 0.11% 137
2024
Q2 		$407K Sell
23,803
-1,173
-5% -$19.7K 0.12% 133
2024
Q1 		$422K Sell
24,976
-2,522
-9% -$41.2K 0.12% 137
2023
Q4 		$441K Sell
27,498
-793
-3% -$12.4K 0.14% 121
2023
Q3 		$454K Buy
28,291
+103
+0.4% +$1.61K 0.15% 105
2023
Q2 		$433K Sell
28,188
-2,325
-8% -$34K 0.15% 102
2023
Q1 		$449K Buy
30,513
+742
+2% +$11.1K 0.15% 100
2022
Q4 		$421K Sell
29,771
-3,343
-10% -$48.8K 0.16% 104
2022
Q3 		$443K Sell
33,114
-479
-1% -$7.47K 0.2% 90
2022
Q2 		$1.16M Buy
33,593
+636
+2% +$10.4K 0.32% 34
2022
Q1 		$576K Sell
32,957
-193
-0.6% -$3.38K 0.27% 73
2021
Q4 		$571K Buy
+33,150
New +$575K 0.23% 82

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Apeiron RIA's BIZD Position: Q2 2026 in Review

Apeiron RIA increased its VanEck BDC Income ETF (BIZD) stake by 13% in Q2 2026, buying an estimated $32.2K and bringing the position to 22,056 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #138.

Apeiron RIA first reported a position in BIZD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q2 2022. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Apeiron RIA held 22,056 shares of VanEck BDC Income ETF worth $279K as of Q2 2026.
  • Apeiron RIA bought 2,546 VanEck BDC Income ETF shares in Q2 2026, an estimated $32.2K.
  • VanEck BDC Income ETF made up 0.07% of Apeiron RIA's portfolio in Q2 2026, its #138 holding.
  • Apeiron RIA first reported a position in VanEck BDC Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Apeiron RIA's VanEck BDC Income ETF position peaked at $1.16M in Q2 2022.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.