Cascade Financial Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Cascade Financial 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	$241K	Buy	18,801 +1,225	+7%	+$16.5K	0.02%	236
2025 Q4	$249K	Buy	17,576 +450	+3%	+$6.45K	0.03%	233
2025 Q3	$256K	Hold	17,126	–	–	0.03%	224
2025 Q2	$279K	Buy	17,126 +18	+0.1%	+$282	0.03%	213
2025 Q1	$287K	Sell	17,108 -350	-2%	-$5.98K	0.04%	200
2024 Q4	$290K	Hold	17,458	–	–	0.04%	190
2024 Q3	$288K	Sell	17,458 -218	-1%	-$3.58K	0.04%	189
2024 Q2	$302K	Hold	17,676	–	–	0.04%	177
2024 Q1	$287K	Buy	+17,676	New	+$289K	0.04%	182

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

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

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

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 New York $124B AUM 33.93% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Cascade Financial Partners's BIZD Position: Q1 2026 in Review

Cascade Financial Partners increased its VanEck BDC Income ETF (BIZD) stake by 7% in Q1 2026, buying an estimated $16.5K and bringing the position to 18,801 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #236.

Cascade Financial Partners first reported a position in BIZD in Q1 2024 and has held it in 9 quarters since. The position peaked at $302K in Q2 2024. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Cascade Financial Partners held 18,801 shares of VanEck BDC Income ETF worth $241K as of Q1 2026.
Cascade Financial Partners bought 1,225 VanEck BDC Income ETF shares in Q1 2026, an estimated $16.5K.
VanEck BDC Income ETF made up 0.02% of Cascade Financial Partners's portfolio in Q1 2026, its #236 holding.
Cascade Financial Partners first reported a position in VanEck BDC Income ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's VanEck BDC Income ETF position peaked at $302K in Q2 2024.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.