IWM
BIZD icon

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

IHT 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 		$399K Sell
31,498
-2,073
-6% -$26.2K 0.01% 916
2026
Q1 		$430K Sell
33,571
-1,989
-6% -$26.8K 0.01% 881
2025
Q4 		$504K Hold
35,560
– – 0.01% 766
2025
Q3 		$531K Buy
35,560
+7,152
+25% +$114K 0.01% 717
2025
Q2 		$462K Buy
28,408
+2,888
+11% +$45.2K 0.01% 728
2025
Q1 		$428K Buy
25,520
+4,059
+19% +$69.3K 0.01% 725
2024
Q4 		$357K Buy
21,461
+7,323
+52% +$121K 0.01% 800
2024
Q3 		$234K Buy
14,138
+311
+2% +$5.1K 0.01% 1026
2024
Q2 		$237K Sell
13,827
-1,070
-7% -$18K 0.01% 885
2024
Q1 		$252K Hold
14,897
– – 0.01% 860
2023
Q4 		$239K Buy
14,897
+22
+0.1% +$344 0.01% 852
2023
Q3 		$238K Sell
14,875
-1,779
-11% -$27.8K 0.01% 817
2023
Q2 		$256K Sell
16,654
-1,039
-6% -$15.2K 0.01% 783
2023
Q1 		$262K Sell
17,693
-8,582
-33% -$129K 0.02% 741
2022
Q4 		$372K Sell
26,275
-45,569
-63% -$666K 0.02% 581
2022
Q3 		$975K Sell
71,844
-115,273
-62% -$1.8M 0.07% 284
2022
Q2 		$2.83M Buy
187,117
+110,393
+144% +$1.81M 0.25% 92
2022
Q1 		$1.37M Buy
76,724
+15,077
+24% +$264K 0.1% 199
2021
Q4 		$1.06M Buy
61,647
+27,944
+83% +$485K 0.08% 245
2021
Q3 		$578K Buy
+33,703
New +$576K 0.05% 380
2019
Q4 		– Sell
-12,761
Closed -$215K – 625
2019
Q3 		$215K Sell
12,761
-9,554
-43% -$158K 0.03% 524
2019
Q2 		$371K Buy
+22,315
New +$366K 0.05% 349

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

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

IHT Wealth Management reduced its VanEck BDC Income ETF (BIZD) stake by 6.2% in Q2 2026, selling an estimated $26.2K and leaving 31,498 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #916.

IHT Wealth Management first reported a position in BIZD in Q2 2019 and has held it in 22 quarters since. The position peaked at $2.83M in Q2 2022. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • IHT Wealth Management held 31,498 shares of VanEck BDC Income ETF worth $399K as of Q2 2026.
  • IHT Wealth Management sold 2,073 VanEck BDC Income ETF shares in Q2 2026, an estimated $26.2K.
  • VanEck BDC Income ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #916 holding.
  • IHT Wealth Management first reported a position in VanEck BDC Income ETF in Q2 2019 and has held it in 22 quarters since.
  • IHT Wealth Management's VanEck BDC Income ETF position peaked at $2.83M in Q2 2022.
  • 266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.