Bank Julius Baer & Co
BIZD icon

Bank Julius Baer & Co’s VanEck BDC Income ETF BIZD Stock Holding History

Bank Julius Baer & Co’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 		$49.3M Buy
3,893,116
+1,505,989
+63% +$19.1M 0.13% 119
2026
Q1 		$30.6M Buy
2,387,127
+715,930
+43% +$9.64M 0.09% 125
2025
Q4 		$23.7M Buy
1,671,197
+94,843
+6% +$1.36M 0.07% 141
2025
Q3 		$23.6M Buy
+1,576,354
New +$25.2M 0.07% 141
2025
Q1 		– Sell
-31,534
Closed -$579K – 621
2024
Q4 		$579K Buy
+31,534
New +$520K ﹤0.01% 343

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
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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Bank Julius Baer & Co's BIZD Position: Q2 2026 in Review

Bank Julius Baer & Co increased its VanEck BDC Income ETF (BIZD) stake by 63% in Q2 2026, buying an estimated $19.1M and bringing the position to 3,893,116 shares worth $49.3M. The position accounts for 0.13% of the portfolio, ranked #119.

Bank Julius Baer & Co first reported a position in BIZD in Q4 2024 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Bank Julius Baer & Co held 3,893,116 shares of VanEck BDC Income ETF worth $49.3M as of Q2 2026.
  • Bank Julius Baer & Co bought 1,505,989 VanEck BDC Income ETF shares in Q2 2026, an estimated $19.1M.
  • VanEck BDC Income ETF made up 0.13% of Bank Julius Baer & Co's portfolio in Q2 2026, its #119 holding.
  • Bank Julius Baer & Co first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 5 quarters since.
  • 266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.