BFG
BIZD icon

Bleakley Financial Group’s VanEck BDC Income ETF BIZD Stock Holding History

Bleakley Financial Group’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 		$216K Sell
16,875
-5,133
-23% -$69.1K ﹤0.01% 745
2025
Q4 		$312K Sell
22,008
-1,890
-8% -$27.1K 0.01% 646
2025
Q3 		$357K Hold
23,898
– – 0.01% 543
2025
Q2 		$389K Buy
23,898
+654
+3% +$10.2K 0.01% 514
2025
Q1 		$390K Buy
23,244
+2,303
+11% +$39.3K 0.01% 461
2024
Q4 		$348K Buy
20,941
+587
+3% +$9.68K 0.01% 743
2024
Q3 		$337K Buy
20,354
+130
+0.6% +$2.13K 0.01% 729
2024
Q2 		$346K Sell
20,224
-450
-2% -$7.57K 0.01% 718
2024
Q1 		$349K Buy
20,674
+1,618
+8% +$26.4K 0.01% 717
2023
Q4 		$306K Buy
+19,056
New +$298K 0.01% 733

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return