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
2026 Q2	$1.1M	Buy	+86,579	New	+$1.1M	0.02%	717
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

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

Global Retirement Partners's BIZD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in VanEck BDC Income ETF (BIZD) in Q2 2026: 86,579 shares worth $1.1M. The stake represents 0.02% of the portfolio and ranks #717 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BIZD as recently as Q4 2025.

Global Retirement Partners first reported a position in BIZD in Q1 2022 and has held it in 14 quarters since. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Global Retirement Partners held 86,579 shares of VanEck BDC Income ETF worth $1.1M as of Q2 2026.
VanEck BDC Income ETF was a new Global Retirement Partners position in Q2 2026.
VanEck BDC Income ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #717 holding.
Global Retirement Partners first reported a position in VanEck BDC Income ETF in Q1 2022 and has held it in 14 quarters since.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.