Independent Advisor Alliance’s VanEck BDC Income ETF BIZD Stock Holding History

Independent Advisor Alliance’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 Q1	–	Sell	-12,630	Closed	-$210K	–	844
2024 Q4	$210K	Buy	+12,630	New	+$208K	﹤0.01%	1276
2022 Q1	–	Sell	-17,947	Closed	-$309K	–	671
2021 Q4	$309K	Buy	17,947 +836	+5%	+$14.5K	0.02%	512
2021 Q3	$293K	Buy	17,111 +317	+2%	+$5.42K	0.02%	495
2021 Q2	$288K	Sell	16,794 -4,588	-21%	-$77.5K	0.02%	513
2021 Q1	$346K	Sell	21,382 -276	-1%	-$4.18K	0.02%	458
2020 Q4	$297K	Buy	21,658 +5,922	+38%	+$76.3K	0.02%	436
2020 Q3	$181K	Buy	15,736 +455	+3%	+$5.44K	0.01%	459
2020 Q2	$183K	Buy	15,281 +5,123	+50%	+$56.8K	0.02%	447
2020 Q1	$95K	Sell	10,158 -205,234	-95%	-$3.08M	0.01%	391
2019 Q4	$3.61M	Buy	+215,392	New	+$3.57M	0.16%	144

Other funds holding BIZD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFG

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

MHFA

Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independent Advisor Alliance's BIZD Position: Q1 2025 in Review

Independent Advisor Alliance sold out of VanEck BDC Income ETF (BIZD) in Q1 2025, closing a stake of 12,630 shares — an estimated $210K sold.

Independent Advisor Alliance first reported a position in BIZD in Q4 2019 and held it in 10 quarters. The position peaked at $3.61M in Q4 2019. 218 funds tracked by Wall St. Rank hold BIZD as of Q1 2025.

Independent Advisor Alliance reported no remaining VanEck BDC Income ETF position as of Q1 2025 after selling out during the quarter.
Independent Advisor Alliance sold 12,630 VanEck BDC Income ETF shares in Q1 2025, an estimated $210K.
Independent Advisor Alliance first reported a position in VanEck BDC Income ETF in Q4 2019 and held it in 10 quarters.
Independent Advisor Alliance's VanEck BDC Income ETF position peaked at $3.61M in Q4 2019.
218 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.