Discipline Wealth Solutions’s VanEck BDC Income ETF BIZD Stock Holding History

Discipline Wealth Solutions’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	$516K	Buy	40,763 +11,734	+40%	+$149K	0.05%	126
2026 Q1	$372K	Sell	29,029 -14,189	-33%	-$191K	0.04%	132
2025 Q4	$613K	Buy	43,218 +8,314	+24%	+$119K	0.11%	91
2025 Q3	$521K	Buy	+34,904	New	+$558K	0.14%	96

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 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

MHFA

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Discipline Wealth Solutions's BIZD Position: Q2 2026 in Review

Discipline Wealth Solutions increased its VanEck BDC Income ETF (BIZD) stake by 40% in Q2 2026, buying an estimated $149K and bringing the position to 40,763 shares worth $516K. The position accounts for 0.05% of the portfolio, ranked #126.

Discipline Wealth Solutions first reported a position in BIZD in Q3 2025 and has held it in 4 quarters since. The position peaked at $613K in Q4 2025. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Discipline Wealth Solutions held 40,763 shares of VanEck BDC Income ETF worth $516K as of Q2 2026.
Discipline Wealth Solutions bought 11,734 VanEck BDC Income ETF shares in Q2 2026, an estimated $149K.
VanEck BDC Income ETF made up 0.05% of Discipline Wealth Solutions's portfolio in Q2 2026, its #126 holding.
Discipline Wealth Solutions first reported a position in VanEck BDC Income ETF in Q3 2025 and has held it in 4 quarters since.
Discipline Wealth Solutions's VanEck BDC Income ETF position peaked at $613K in Q4 2025.
266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.