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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

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

Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return