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 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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

GAM

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG

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

Grimes & Company's BIZD Position: Q1 2026 in Review

Grimes & Company sold out of VanEck BDC Income ETF (BIZD) in Q1 2026, closing a stake of 30,475 shares — an estimated $432K sold.

Grimes & Company first reported a position in BIZD in Q1 2021 and held it in 7 quarters. The position peaked at $432K in Q4 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Grimes & Company reported no remaining VanEck BDC Income ETF position as of Q1 2026 after selling out during the quarter.
Grimes & Company sold 30,475 VanEck BDC Income ETF shares in Q1 2026, an estimated $432K.
Grimes & Company first reported a position in VanEck BDC Income ETF in Q1 2021 and held it in 7 quarters.
Grimes & Company's VanEck BDC Income ETF position peaked at $432K in Q4 2025.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.