Financial Management Network’s VanEck BDC Income ETF BIZD Stock Holding History

Financial Management Network’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	$2.35M	Buy	184,522 +13,796	+8%	+$175K	0.34%	58
2026 Q1	$2.1M	Buy	170,726 +4,364	+3%	+$58.8K	0.32%	57
2025 Q4	$2.37M	Sell	166,362 -20,147	-11%	-$289K	0.38%	53
2025 Q3	$2.67M	Buy	186,509 +2,283	+1%	+$36.5K	0.44%	50
2025 Q2	$2.99M	Buy	184,226 +5,858	+3%	+$91.7K	0.54%	44
2025 Q1	$2.54M	Buy	178,368 +17,546	+11%	+$300K	0.57%	45
2024 Q4	$2.69M	Buy	160,822 +1,413	+0.9%	+$23.3K	0.56%	42
2024 Q3	$2.59M	Buy	159,409 +16,439	+11%	+$270K	0.54%	46
2024 Q2	$2.43M	Buy	142,970 +20,408	+17%	+$343K	0.58%	35
2024 Q1	$1.98M	Buy	122,562 +5,289	+5%	+$86.4K	0.5%	42
2023 Q4	$1.92M	Buy	117,273 +12,364	+12%	+$193K	0.56%	38
2023 Q3	$1.57M	Buy	104,909 +16,384	+19%	+$256K	0.52%	38
2023 Q2	$1.33M	Buy	88,525 +9,823	+12%	+$144K	0.46%	42
2023 Q1	$1.12M	Buy	78,702 +847	+1%	+$12.7K	0.45%	43
2022 Q4	$1.13M	Sell	77,855 -191	-0.2%	-$2.79K	0.5%	39
2022 Q3	$1.11M	Sell	78,046 -2,475	-3%	-$38.6K	0.55%	37
2022 Q2	$1.22M	Sell	80,521 -2,165	-3%	-$35.4K	0.65%	35
2022 Q1	$1.46M	Buy	82,686 +6,270	+8%	+$110K	0.74%	28
2021 Q4	$1.33M	Buy	76,416 +10,456	+16%	+$181K	0.61%	39
2021 Q3	$1.12M	Buy	+65,960	New	+$1.13M	0.57%	45

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

Financial Management Network's BIZD Position: Q2 2026 in Review

Financial Management Network increased its VanEck BDC Income ETF (BIZD) stake by 8.1% in Q2 2026, buying an estimated $175K and bringing the position to 184,522 shares worth $2.35M. The position accounts for 0.34% of the portfolio, ranked #58.

Financial Management Network first reported a position in BIZD in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.99M in Q2 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Financial Management Network held 184,522 shares of VanEck BDC Income ETF worth $2.35M as of Q2 2026.
Financial Management Network bought 13,796 VanEck BDC Income ETF shares in Q2 2026, an estimated $175K.
VanEck BDC Income ETF made up 0.34% of Financial Management Network's portfolio in Q2 2026, its #58 holding.
Financial Management Network first reported a position in VanEck BDC Income ETF in Q3 2021 and has held it in 20 quarters since.
Financial Management Network's VanEck BDC Income ETF position peaked at $2.99M in Q2 2025.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.