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	0.22%	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 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

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

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

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Gibbs Wealth Management's BIZD Position: Q1 2026 in Review

Gibbs Wealth Management increased its VanEck BDC Income ETF (BIZD) stake by 95% in Q1 2026, buying an estimated $877K and bringing the position to 133,606 shares worth $1.71M. The position accounts for 0.22% of the portfolio, ranked #87.

Gibbs Wealth Management first reported a position in BIZD in Q1 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Gibbs Wealth Management held 133,606 shares of VanEck BDC Income ETF worth $1.71M as of Q1 2026.
Gibbs Wealth Management bought 65,100 VanEck BDC Income ETF shares in Q1 2026, an estimated $877K.
VanEck BDC Income ETF made up 0.22% of Gibbs Wealth Management's portfolio in Q1 2026, its #87 holding.
Gibbs Wealth Management first reported a position in VanEck BDC Income ETF in Q1 2024 and has held it in 9 quarters since.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.