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Graypoint LLC’s VanEck BDC Income ETF BIZD Stock Holding History

Graypoint LLC’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
Q2 		$3.96M Buy
243,401
+102,228
+72% +$1.6M 0.22% 81
2025
Q1 		$2.37M Buy
141,173
+11,539
+9% +$197K 0.15% 116
2024
Q4 		$2.16M Buy
129,634
+108,207
+505% +$1.78M 0.13% 120
2024
Q3 		$355K Buy
21,427
+560
+3% +$9.19K 0.02% 379
2024
Q2 		$357K Sell
20,867
-15
-0.1% -$252 0.02% 350
2024
Q1 		$353K Buy
20,882
+590
+3% +$9.64K 0.03% 345
2023
Q4 		$325K Buy
20,292
+10,292
+103% +$161K 0.03% 343
2023
Q3 		$160K Buy
+10,000
New +$156K 0.02% 399

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Graypoint LLC's BIZD Position: Q2 2025 in Review

Graypoint LLC increased its VanEck BDC Income ETF (BIZD) stake by 72% in Q2 2025, buying an estimated $1.6M and bringing the position to 243,401 shares worth $3.96M. The position accounts for 0.22% of the portfolio, ranked #81.

Graypoint LLC first reported a position in BIZD in Q3 2023 and has held it in 8 quarters since. 236 funds tracked by Wall St. Rank hold BIZD as of Q2 2025.

  • Graypoint LLC held 243,401 shares of VanEck BDC Income ETF worth $3.96M as of Q2 2025.
  • Graypoint LLC bought 102,228 VanEck BDC Income ETF shares in Q2 2025, an estimated $1.6M.
  • VanEck BDC Income ETF made up 0.22% of Graypoint LLC's portfolio in Q2 2025, its #81 holding.
  • Graypoint LLC first reported a position in VanEck BDC Income ETF in Q3 2023 and has held it in 8 quarters since.
  • 236 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.