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Castleview Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Castleview 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
2025
Q1 		– Sell
-17,093
Closed -$287K – 215
2024
Q4 		$287K Buy
17,093
+13,128
+331% +$217K 0.15% 149
2024
Q3 		$65.7K Sell
3,965
-12,476
-76% -$205K 0.04% 289
2024
Q2 		$281K Buy
16,441
+5,811
+55% +$97.8K 0.16% 134
2024
Q1 		$180K Buy
10,630
+3,304
+45% +$54K 0.1% 190
2023
Q4 		$118K Buy
+7,326
New +$115K 0.08% 190

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Castleview Partners's BIZD Position: Q1 2025 in Review

Castleview Partners sold out of VanEck BDC Income ETF (BIZD) in Q1 2025, closing a stake of 17,093 shares — an estimated $287K sold.

Castleview Partners first reported a position in BIZD in Q4 2023 and held it in 5 quarters. The position peaked at $287K in Q4 2024. 218 funds tracked by Wall St. Rank hold BIZD as of Q1 2025.

  • Castleview Partners reported no remaining VanEck BDC Income ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 17,093 VanEck BDC Income ETF shares in Q1 2025, an estimated $287K.
  • Castleview Partners first reported a position in VanEck BDC Income ETF in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's VanEck BDC Income ETF position peaked at $287K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.