Astoria Portfolio Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Astoria Portfolio Advisors’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
2025 Q3	–	Sell	-11,760	Closed	-$196K	–	272
2025 Q2	$196K	Buy	+11,760	New	+$184K	0.06%	254

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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Astoria Portfolio Advisors's BIZD Position: Q3 2025 in Review

Astoria Portfolio Advisors sold out of VanEck BDC Income ETF (BIZD) in Q3 2025, closing a stake of 11,760 shares — an estimated $196K sold.

Astoria Portfolio Advisors first reported a position in BIZD in Q2 2025 and held it in 1 quarter. The position peaked at $196K in Q2 2025. 230 funds tracked by Wall St. Rank hold BIZD as of Q3 2025.

Astoria Portfolio Advisors reported no remaining VanEck BDC Income ETF position as of Q3 2025 after selling out during the quarter.
Astoria Portfolio Advisors sold 11,760 VanEck BDC Income ETF shares in Q3 2025, an estimated $196K.
Astoria Portfolio Advisors first reported a position in VanEck BDC Income ETF in Q2 2025 and held it in 1 quarter.
Astoria Portfolio Advisors's VanEck BDC Income ETF position peaked at $196K in Q2 2025.
230 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.