Cerity Partners
BIZD icon

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

Cerity 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 		$4.98M Buy
389,377
+121,161
+45% +$1.63M 0.01% 1014
2025
Q4 		$3.8M Buy
268,216
+249,067
+1,301% +$3.57M 0.01% 1050
2025
Q3 		$286K Hold
19,149
– – ﹤0.01% 2310
2025
Q2 		$312K Sell
19,149
-16,730
-47% -$262K ﹤0.01% 2137
2025
Q1 		$601K Buy
35,879
+1,800
+5% +$30.7K ﹤0.01% 1665
2024
Q4 		$567K Buy
34,079
+2,100
+7% +$34.6K ﹤0.01% 1693
2024
Q3 		$530K Sell
31,979
-4,545
-12% -$74.6K ﹤0.01% 1748
2024
Q2 		$625K Buy
36,524
+5,630
+18% +$94.8K ﹤0.01% 1440
2024
Q1 		$522K Sell
30,894
-6,200
-17% -$101K ﹤0.01% 1579
2023
Q4 		$595K Sell
37,094
-3,300
-8% -$51.6K ﹤0.01% 1198
2023
Q3 		$648K Sell
40,394
-4,111
-9% -$64.3K ﹤0.01% 879
2023
Q2 		$684K Sell
44,505
-1,000
-2% -$14.6K ﹤0.01% 1058
2023
Q1 		$675K Sell
45,505
-42,662
-48% -$640K ﹤0.01% 1147
2022
Q4 		$1.25M Buy
+88,167
New +$1.29M 0.01% 641

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $121B 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 $4.46B AUM 29.63% 1-Year Est. Return