Brown Brothers Harriman & Co’s VanEck BDC Income ETF BIZD Stock Holding History

Brown Brothers Harriman & Co’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
2025 Q2	–	Sell	-8,871	Closed	-$149K	–	1555
2025 Q1	$149K	Hold	8,871	–	–	﹤0.01%	624
2024 Q4	$148K	Buy	+8,871	New	+$146K	﹤0.01%	638
2019 Q4	–	Sell	-300	Closed	-$5K	–	1122
2019 Q3	$5K	Hold	300	–	–	﹤0.01%	979
2019 Q2	$5K	Buy	+300	New	+$4.92K	﹤0.01%	886

Other funds holding BIZD

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Brown Brothers Harriman & Co's BIZD Position: Q2 2025 in Review

Brown Brothers Harriman & Co sold out of VanEck BDC Income ETF (BIZD) in Q2 2025, closing a stake of 8,871 shares — an estimated $149K sold.

Brown Brothers Harriman & Co first reported a position in BIZD in Q2 2019 and held it in 4 quarters. The position peaked at $149K in Q1 2025. 236 funds tracked by Wall St. Rank hold BIZD as of Q2 2025.

Brown Brothers Harriman & Co reported no remaining VanEck BDC Income ETF position as of Q2 2025 after selling out during the quarter.
Brown Brothers Harriman & Co sold 8,871 VanEck BDC Income ETF shares in Q2 2025, an estimated $149K.
Brown Brothers Harriman & Co first reported a position in VanEck BDC Income ETF in Q2 2019 and held it in 4 quarters.
Brown Brothers Harriman & Co's VanEck BDC Income ETF position peaked at $149K in Q1 2025.
236 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2025.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2025, filed 11 Aug 2025.