CIBC Private Wealth Group
BIZD icon

CIBC Private Wealth Group’s VanEck BDC Income ETF BIZD Stock Holding History

CIBC Private Wealth Group’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
Q4 		$295K Sell
20,823
-31,718
-60% -$455K ﹤0.01% 1032
2025
Q3 		$785K Buy
52,541
+2,734
+5% +$43.7K ﹤0.01% 754
2025
Q2 		$811K Sell
49,807
-6,102
-11% -$95.5K ﹤0.01% 711
2025
Q1 		$780K Buy
55,909
+8,704
+18% +$149K ﹤0.01% 695
2024
Q4 		$779K Sell
47,205
-14,298
-23% -$236K ﹤0.01% 757
2024
Q3 		$1.02M Buy
61,503
+14,615
+31% +$240K ﹤0.01% 686
2024
Q2 		$796K Buy
46,888
+21,339
+84% +$359K ﹤0.01% 712
2024
Q1 		$415K Buy
+25,549
New +$417K ﹤0.01% 879

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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 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

CIBC Private Wealth Group's BIZD Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its VanEck BDC Income ETF (BIZD) stake by 60% in Q4 2025, selling an estimated $455K and leaving 20,823 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

CIBC Private Wealth Group first reported a position in BIZD in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q3 2024. 250 funds tracked by Wall St. Rank hold BIZD as of Q4 2025.

  • CIBC Private Wealth Group held 20,823 shares of VanEck BDC Income ETF worth $295K as of Q4 2025.
  • CIBC Private Wealth Group sold 31,718 VanEck BDC Income ETF shares in Q4 2025, an estimated $455K.
  • VanEck BDC Income ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1032 holding.
  • CIBC Private Wealth Group first reported a position in VanEck BDC Income ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's VanEck BDC Income ETF position peaked at $1.02M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.