Gibbs Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Gibbs Wealth Management’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	$1.71M	Buy	133,606 +65,100	+95%	+$877K	0.23%	87
2025 Q4	$982K	Sell	68,506 -7,240	-10%	-$104K	0.24%	93
2025 Q3	$1.13M	Sell	75,746 -15,555	-17%	-$249K	0.26%	84
2025 Q2	$1.49M	Buy	91,301 +5,165	+6%	+$80.8K	0.29%	76
2025 Q1	$1.44M	Buy	86,136 +2,536	+3%	+$43.3K	0.35%	66
2024 Q4	$1.39M	Buy	83,600 +15,224	+22%	+$251K	0.38%	62
2024 Q3	$1.13M	Buy	68,376 +9,476	+16%	+$156K	0.37%	64
2024 Q2	$1.01M	Sell	58,900 -696	-1%	-$11.7K	0.41%	57
2024 Q1	$1.01M	Buy	+59,596	New	+$974K	0.58%	36

Other funds holding BIZD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

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

Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return