HWM
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HB Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

HB Wealth Management’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 		$261K Buy
20,646
+2,316
+13% +$29.3K ﹤0.01% 1445
2026
Q1 		$235K Sell
18,330
-2,350
-11% -$31.6K ﹤0.01% 1356
2025
Q4 		$293K Buy
20,680
+383
+2% +$5.49K ﹤0.01% 1148
2025
Q3 		$303K Buy
20,297
+207
+1% +$3.31K ﹤0.01% 1065
2025
Q2 		$327K Sell
20,090
-4,899
-20% -$76.7K ﹤0.01% 906
2025
Q1 		$419K Hold
24,989
– – ﹤0.01% 826
2024
Q4 		$416K Buy
24,989
+8,480
+51% +$140K ﹤0.01% 685
2024
Q3 		$273K Buy
16,509
+192
+1% +$3.15K ﹤0.01% 788
2024
Q2 		$279K Buy
16,317
+195
+1% +$3.28K ﹤0.01% 742
2024
Q1 		$272K Buy
16,122
+198
+1% +$3.23K ﹤0.01% 692
2023
Q4 		$255K Buy
15,924
+915
+6% +$14.3K ﹤0.01% 666
2023
Q3 		$241K Buy
15,009
+214
+1% +$3.35K ﹤0.01% 641
2023
Q2 		$227K Buy
14,795
+231
+2% +$3.38K ﹤0.01% 630
2023
Q1 		$216K Sell
14,564
-7,435
-34% -$112K ﹤0.01% 652
2022
Q4 		$311K Sell
21,999
-7,426
-25% -$108K 0.01% 505
2022
Q3 		$399K Sell
29,425
-19,711
-40% -$307K 0.01% 381
2022
Q2 		$742K Sell
49,136
-26,236
-35% -$429K 0.02% 293
2022
Q1 		$1.35M Sell
75,372
-23,597
-24% -$414K 0.03% 227
2021
Q4 		$1.7M Buy
+98,969
New +$1.72M 0.03% 176

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
CA
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

HB Wealth Management's BIZD Position: Q2 2026 in Review

HB Wealth Management increased its VanEck BDC Income ETF (BIZD) stake by 13% in Q2 2026, buying an estimated $29.3K and bringing the position to 20,646 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

HB Wealth Management first reported a position in BIZD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q4 2021. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • HB Wealth Management held 20,646 shares of VanEck BDC Income ETF worth $261K as of Q2 2026.
  • HB Wealth Management bought 2,316 VanEck BDC Income ETF shares in Q2 2026, an estimated $29.3K.
  • VanEck BDC Income ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1445 holding.
  • HB Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's VanEck BDC Income ETF position peaked at $1.7M in Q4 2021.
  • 266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.