IEQ Capital’s VanEck BDC Income ETF BIZD Stock Holding History

IEQ Capital’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 Q4	–	Sell	-19,267	Closed	-$288K	–	1871
2025 Q3	$288K	Hold	19,267	–	–	﹤0.01%	1542
2025 Q2	$314K	Hold	19,267	–	–	﹤0.01%	1371
2025 Q1	$323K	Buy	+19,267	New	+$329K	﹤0.01%	1152

Other funds holding BIZD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Two Sigma Investments New York $138B AUM 41.87% 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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 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

IEQ Capital's BIZD Position: Q4 2025 in Review

IEQ Capital sold out of VanEck BDC Income ETF (BIZD) in Q4 2025, closing a stake of 19,267 shares — an estimated $288K sold.

IEQ Capital first reported a position in BIZD in Q1 2025 and held it in 3 quarters. The position peaked at $323K in Q1 2025. 251 funds tracked by Wall St. Rank hold BIZD as of Q4 2025.

IEQ Capital reported no remaining VanEck BDC Income ETF position as of Q4 2025 after selling out during the quarter.
IEQ Capital sold 19,267 VanEck BDC Income ETF shares in Q4 2025, an estimated $288K.
IEQ Capital first reported a position in VanEck BDC Income ETF in Q1 2025 and held it in 3 quarters.
IEQ Capital's VanEck BDC Income ETF position peaked at $323K in Q1 2025.
251 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.