Beck Bode LLC’s VanEck BDC Income ETF BIZD Stock Holding History

Beck Bode LLC’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 Q1	–	Sell	-10,028	Closed	-$142K	–	110
2025 Q4	$142K	Buy	+10,028	New	+$144K	0.02%	92
2025 Q3	–	Sell	-12,080	Closed	-$197K	–	97
2025 Q2	$197K	Sell	12,080 -7,115	-37%	-$111K	0.03%	98
2025 Q1	$322K	Sell	19,195 -3,699	-16%	-$63.2K	0.06%	91
2024 Q4	$381K	Sell	22,894 -7,693	-25%	-$127K	0.07%	96
2024 Q3	$507K	Sell	30,587 -16,524	-35%	-$271K	0.1%	94
2024 Q2	$806K	Sell	47,111 -13,743	-23%	-$231K	0.16%	83
2024 Q1	$1.03M	Sell	60,854 -9,731	-14%	-$159K	0.21%	87
2023 Q4	$1.13M	Sell	70,585 -5,895	-8%	-$92.2K	0.25%	89
2023 Q3	$1.23M	Sell	76,480 -4,074	-5%	-$63.8K	0.31%	81
2023 Q2	$1.24M	Sell	80,554 -5,096	-6%	-$74.6K	0.3%	86
2023 Q1	$1.27M	Sell	85,650 -8,384	-9%	-$126K	0.31%	80
2022 Q4	$1.33M	Buy	94,034 +174	+0.2%	+$2.54K	0.3%	78
2022 Q3	$1.27M	Sell	93,860 -970	-1%	-$15.1K	0.28%	81
2022 Q2	$1.43M	Buy	+94,830	New	+$1.55M	0.3%	73

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

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

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

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Beck Bode LLC's BIZD Position: Q1 2026 in Review

Beck Bode LLC sold out of VanEck BDC Income ETF (BIZD) in Q1 2026, closing a stake of 10,028 shares — an estimated $142K sold.

Beck Bode LLC first reported a position in BIZD in Q2 2022 and held it in 14 quarters. The position peaked at $1.43M in Q2 2022. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Beck Bode LLC reported no remaining VanEck BDC Income ETF position as of Q1 2026 after selling out during the quarter.
Beck Bode LLC sold 10,028 VanEck BDC Income ETF shares in Q1 2026, an estimated $142K.
Beck Bode LLC first reported a position in VanEck BDC Income ETF in Q2 2022 and held it in 14 quarters.
Beck Bode LLC's VanEck BDC Income ETF position peaked at $1.43M in Q2 2022.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Beck Bode LLC's 13F filing for Q1 2026, filed 7 May 2026.