Beaird Harris Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Beaird Harris Wealth Management’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	$6.18K	Sell	488 -1,136	-70%	-$14.4K	﹤0.01%	426
2026 Q1	$20.8K	Buy	1,624 +145	+10%	+$1.95K	﹤0.01%	312
2025 Q4	$21K	Sell	1,479 -581	-28%	-$8.33K	﹤0.01%	335
2025 Q3	$30.8K	Hold	2,060	–	–	﹤0.01%	297
2025 Q2	$33.5K	Sell	2,060 -749	-27%	-$11.7K	﹤0.01%	291
2025 Q1	$47.1K	Hold	2,809	–	–	﹤0.01%	227
2024 Q4	$46.7K	Buy	+2,809	New	+$46.3K	﹤0.01%	234

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Beaird Harris Wealth Management's BIZD Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its VanEck BDC Income ETF (BIZD) stake by 70% in Q2 2026, selling an estimated $14.4K and leaving 488 shares worth $6.18K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Beaird Harris Wealth Management first reported a position in BIZD in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.1K in Q1 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Beaird Harris Wealth Management held 488 shares of VanEck BDC Income ETF worth $6.18K as of Q2 2026.
Beaird Harris Wealth Management sold 1,136 VanEck BDC Income ETF shares in Q2 2026, an estimated $14.4K.
VanEck BDC Income ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #426 holding.
Beaird Harris Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 7 quarters since.
Beaird Harris Wealth Management's VanEck BDC Income ETF position peaked at $47.1K in Q1 2025.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.