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 Q2	$522K	Sell	41,221 -4,143	-9%	-$52.4K	0.01%	649
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 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

Cary Street Partners's BIZD Position: Q2 2026 in Review

Cary Street Partners reduced its VanEck BDC Income ETF (BIZD) stake by 9.1% in Q2 2026, selling an estimated $52.4K and leaving 41,221 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #649.

Cary Street Partners first reported a position in BIZD in Q4 2024 and has held it in 7 quarters since. The position peaked at $655K in Q4 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Cary Street Partners held 41,221 shares of VanEck BDC Income ETF worth $522K as of Q2 2026.
Cary Street Partners sold 4,143 VanEck BDC Income ETF shares in Q2 2026, an estimated $52.4K.
VanEck BDC Income ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #649 holding.
Cary Street Partners first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's VanEck BDC Income ETF position peaked at $655K in Q4 2025.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.