GC
BIZD icon

Grimes & Company’s VanEck BDC Income ETF BIZD Stock Holding History

Grimes & Company’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 		– Sell
-30,475
Closed -$432K – 437
2025
Q4 		$432K Buy
+30,475
New +$437K 0.01% 328
2023
Q4 		– Sell
-20,054
Closed -$321K – 332
2023
Q3 		$321K Hold
20,054
– – 0.01% 237
2023
Q2 		$308K Buy
+20,054
New +$293K 0.01% 240
2022
Q2 		– Sell
-18,366
Closed -$329K – 275
2022
Q1 		$329K Buy
+18,366
New +$322K 0.02% 233
2021
Q4 		– Sell
-18,772
Closed -$322K – 302
2021
Q3 		$322K Buy
18,772
+2,485
+15% +$42.5K 0.01% 234
2021
Q2 		$279K Buy
16,287
+614
+4% +$10.4K 0.01% 249
2021
Q1 		$254K Buy
+15,673
New +$237K 0.01% 245

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Raymond James Financial
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