Glass Jacobson Investment Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Glass Jacobson Investment Advisors’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	$5.09K	Hold	398	–	–	﹤0.01%	504
2025 Q4	$5.64K	Hold	398	–	–	﹤0.01%	489
2025 Q3	$5.95K	Hold	398	–	–	﹤0.01%	481
2025 Q2	$6.48K	Hold	398	–	–	﹤0.01%	458
2025 Q1	$6.62K	Hold	398	–	–	﹤0.01%	642
2024 Q4	$6.62K	Buy	+398	New	+$6.56K	﹤0.01%	642

Other funds holding BIZD

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 $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

GAM

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

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

Glass Jacobson Investment Advisors's BIZD Position: Q1 2026 in Review

Glass Jacobson Investment Advisors held its VanEck BDC Income ETF (BIZD) position steady in Q1 2026 at 398 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Glass Jacobson Investment Advisors first reported a position in BIZD in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.62K in Q1 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Glass Jacobson Investment Advisors held 398 shares of VanEck BDC Income ETF worth $5.09K as of Q1 2026.
Glass Jacobson Investment Advisors left its VanEck BDC Income ETF share count unchanged in Q1 2026.
VanEck BDC Income ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #504 holding.
Glass Jacobson Investment Advisors first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 6 quarters since.
Glass Jacobson Investment Advisors's VanEck BDC Income ETF position peaked at $6.62K in Q1 2025.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.