Bridges Investment Management’s VanEck BDC Income ETF BIZD Stock Holding History

Bridges Investment 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	$1.57M	Sell	123,645 -12,160	-9%	-$154K	0.02%	225
2026 Q1	$1.74M	Buy	+135,805	New	+$1.83M	0.02%	198
2025 Q4	–	Sell	-179,365	Closed	-$2.68M	–	401
2025 Q3	$2.68M	Buy	179,365 +73,598	+70%	+$1.18M	0.03%	148
2025 Q2	$1.72M	Buy	105,767 +9,015	+9%	+$141K	0.02%	189
2025 Q1	$1.62M	Buy	96,752 +12,735	+15%	+$217K	0.02%	180
2024 Q4	$1.4M	Buy	84,017 +5,430	+7%	+$89.6K	0.02%	173
2024 Q3	$1.3M	Hold	78,587	–	–	0.02%	177
2024 Q2	$1.34M	Buy	78,587 +12,277	+19%	+$207K	0.02%	165
2024 Q1	$1.12M	Buy	66,310 +8,960	+16%	+$146K	0.04%	133
2023 Q4	$920K	Buy	57,350 +12,686	+28%	+$198K	0.03%	140
2023 Q3	$716K	Buy	+44,664	New	+$699K	0.03%	146

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

Bridges Investment Management's BIZD Position: Q2 2026 in Review

Bridges Investment Management reduced its VanEck BDC Income ETF (BIZD) stake by 9% in Q2 2026, selling an estimated $154K and leaving 123,645 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #225.

Bridges Investment Management first reported a position in BIZD in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.68M in Q3 2025. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Bridges Investment Management held 123,645 shares of VanEck BDC Income ETF worth $1.57M as of Q2 2026.
Bridges Investment Management sold 12,160 VanEck BDC Income ETF shares in Q2 2026, an estimated $154K.
VanEck BDC Income ETF made up 0.02% of Bridges Investment Management's portfolio in Q2 2026, its #225 holding.
Bridges Investment Management first reported a position in VanEck BDC Income ETF in Q3 2023 and has held it in 11 quarters since.
Bridges Investment Management's VanEck BDC Income ETF position peaked at $2.68M in Q3 2025.
268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.