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Cary Street Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Cary Street Partners’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 		$581K Sell
45,364
-828
-2% -$11.1K 0.01% 558
2025
Q4 		$655K Buy
46,192
+24,614
+114% +$353K 0.02% 534
2025
Q3 		$322K Sell
21,578
-225
-1% -$3.6K 0.01% 665
2025
Q2 		$355K Sell
21,803
-5,200
-19% -$81.4K 0.01% 627
2025
Q1 		$453K Sell
27,003
-1,190
-4% -$20.3K 0.01% 563
2024
Q4 		$469K Buy
+28,193
New +$465K 0.02% 520

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $124B 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