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GRP
Global Retirement Partners’s
VanEck BDC Income ETF
BIZD
Stock Holding History
Global Retirement Partners’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
2025
Q4
$986K
Sell
69,506
-3,722
-5%
-$53.3K
0.02%
677
2025
Q3
$1.09M
Buy
73,228
+7,748
+12%
+$124K
0.02%
520
2025
Q2
$1.07M
Buy
+65,480
New
+$1.02M
0.03%
495
2024
Q4
$628K
Buy
37,771
+13,010
+53%
+$215K
0.02%
566
2024
Q3
$410K
Buy
24,761
+755
+3%
+$12.4K
0.01%
692
2024
Q2
$411K
Buy
24,006
+2,633
+12%
+$44.3K
0.01%
662
2024
Q1
$361K
Buy
21,373
+3,125
+17%
+$51.1K
0.01%
601
2023
Q4
$296K
Buy
18,248
+15,412
+543%
+$241K
0.01%
613
2023
Q3
$42.5K
Buy
2,836
+2,286
+416%
+$35.8K
﹤0.01%
1352
2023
Q2
$8.45K
Hold
550
–
–
﹤0.01%
2024
2023
Q1
$7.79K
Buy
+550
New
+$8.26K
﹤0.01%
2009
2022
Q3
–
Sell
-350
Closed
-$5K
–
2697
2022
Q2
$5K
Hold
350
–
–
﹤0.01%
1863
2022
Q1
$5K
Buy
+350
New
+$6.14K
﹤0.01%
1867
Other funds holding BIZD
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
GAM
Generali Asset Management
Trieste, Italy
$4.79B AUM
26.21%
1-Year Est. Return
CA
Cambridge Associates
Boston, Massachusetts
$6.27B AUM
14.78%
1-Year Est. Return
Bank Julius Baer & Co
Zurich, Switzerland
$33.2B AUM
25.01%
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
$4.46B AUM
29.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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