Byrne Asset Management’s VanEck BDC Income ETF BIZD Stock Holding History

Byrne Asset 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 Q3	$4.98K	Buy	+400	New	+$5.18K	﹤0.01%	535
2025 Q4	–	Sell	-400	Closed	-$5.98K	–	568
2025 Q3	$5.98K	Hold	400	–	–	﹤0.01%	458
2025 Q2	$6.51K	Hold	400	–	–	﹤0.01%	429
2025 Q1	$6.7K	Hold	400	–	–	﹤0.01%	447
2024 Q4	$6.65K	Hold	400	–	–	﹤0.01%	432
2024 Q3	$6.62K	Hold	400	–	–	﹤0.01%	436
2024 Q2	$6.86K	Hold	400	–	–	﹤0.01%	417
2024 Q1	$6.76K	Hold	400	–	–	﹤0.01%	413
2023 Q4	$6.46K	Hold	400	–	–	﹤0.01%	393
2023 Q3	$6K	Hold	400	–	–	0.01%	378
2023 Q2	$6K	Hold	400	–	–	﹤0.01%	446
2023 Q1	$6K	Hold	400	–	–	﹤0.01%	436
2022 Q4	$5.66K	Hold	400	–	–	﹤0.01%	430
2022 Q3	$5K	Hold	400	–	–	﹤0.01%	403
2022 Q2	$6K	Hold	400	–	–	﹤0.01%	402
2022 Q1	$7K	Hold	400	–	–	﹤0.01%	414
2021 Q4	$7K	Buy	+400	New	+$6.94K	﹤0.01%	421

Other funds holding BIZD

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Byrne Asset Management's BIZD Position: Q3 2026 in Review

Byrne Asset Management opened a new position in VanEck BDC Income ETF (BIZD) in Q3 2026: 400 shares worth $4.98K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings. This is a return to the name: Byrne Asset Management previously reported a position in BIZD as recently as Q3 2025.

Byrne Asset Management first reported a position in BIZD in Q4 2021 and has held it in 17 quarters since. The position peaked at $7K in Q1 2022. 14 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

Byrne Asset Management held 400 shares of VanEck BDC Income ETF worth $4.98K as of Q3 2026.
VanEck BDC Income ETF was a new Byrne Asset Management position in Q3 2026.
VanEck BDC Income ETF made up ﹤0.01% of Byrne Asset Management's portfolio in Q3 2026, its #535 holding.
Byrne Asset Management first reported a position in VanEck BDC Income ETF in Q4 2021 and has held it in 17 quarters since.
Byrne Asset Management's VanEck BDC Income ETF position peaked at $7K in Q1 2022.
14 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.