Citizens National Bank Trust Department’s VanEck BDC Income ETF BIZD Stock Holding History

Citizens National Bank Trust Department’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	$633	Hold	50	–	–	﹤0.01%	377
2026 Q1	$640	Hold	50	–	–	﹤0.01%	378
2025 Q4	$709	Hold	50	–	–	﹤0.01%	363
2025 Q3	$747	Hold	50	–	–	﹤0.01%	380
2025 Q2	$814	Hold	50	–	–	﹤0.01%	372
2025 Q1	$838	Hold	50	–	–	﹤0.01%	394
2024 Q4	$832	Hold	50	–	–	﹤0.01%	348
2024 Q3	$828	Hold	50	–	–	﹤0.01%	341
2024 Q2	$856	Hold	50	–	–	﹤0.01%	341
2024 Q1	$845	Hold	50	–	–	﹤0.01%	332
2023 Q4	$802	Hold	50	–	–	﹤0.01%	309
2023 Q3	$802	Hold	50	–	–	﹤0.01%	315
2023 Q2	$768	Hold	50	–	–	﹤0.01%	316
2023 Q1	$742	Hold	50	–	–	﹤0.01%	303
2022 Q4	$1K	Hold	50	–	–	﹤0.01%	303
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	317
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	324
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	298
2021 Q4	$1K	Buy	+50	New	+$867	﹤0.01%	300

Other funds holding BIZD

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

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

BCP

Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Citizens National Bank Trust Department's BIZD Position: Q2 2026 in Review

Citizens National Bank Trust Department held its VanEck BDC Income ETF (BIZD) position steady in Q2 2026 at 50 shares worth $633. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Citizens National Bank Trust Department first reported a position in BIZD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1K in Q4 2022. 151 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Citizens National Bank Trust Department held 50 shares of VanEck BDC Income ETF worth $633 as of Q2 2026.
Citizens National Bank Trust Department left its VanEck BDC Income ETF share count unchanged in Q2 2026.
VanEck BDC Income ETF made up ﹤0.01% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #377 holding.
Citizens National Bank Trust Department first reported a position in VanEck BDC Income ETF in Q4 2021 and has held it in 19 quarters since.
Citizens National Bank Trust Department's VanEck BDC Income ETF position peaked at $1K in Q4 2022.
151 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.