IFG
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Independent Financial Group’s VanEck BDC Income ETF BIZD Stock Holding History

Independent Financial Group’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 		$2.12M Sell
167,250
-1,152,219
-87% -$14.6M 0.04% 435
2026
Q1 		$16.9M Sell
1,319,469
-43,696
-3% -$588K 0.38% 41
2025
Q4 		$19.3M Buy
1,363,165
+222,139
+19% +$3.18M 0.43% 35
2025
Q3 		$17M Buy
1,141,026
+97,582
+9% +$1.56M 0.41% 34
2025
Q2 		$17M Buy
1,043,444
+126,466
+14% +$1.98M 0.47% 32
2025
Q1 		$15.4M Buy
916,978
+378,936
+70% +$6.47M 0.53% 29
2024
Q4 		$8.95M Buy
538,042
+32,205
+6% +$531K 0.3% 55
2024
Q3 		$8.38M Buy
505,837
+38,233
+8% +$627K 0.31% 58
2024
Q2 		$8M Buy
467,604
+28,259
+6% +$476K 0.32% 55
2024
Q1 		$7.42M Buy
439,345
+80,140
+22% +$1.31M 0.34% 57
2023
Q4 		$5.76M Buy
359,205
+114,724
+47% +$1.79M 0.31% 68
2023
Q3 		$3.92M Buy
244,481
+104,757
+75% +$1.64M 0.26% 86
2023
Q2 		$2.15M Buy
139,724
+25,678
+23% +$376K 0.15% 149
2023
Q1 		$1.69M Buy
114,046
+9,087
+9% +$136K 0.14% 173
2022
Q4 		$1.49M Buy
104,959
+16,574
+19% +$242K 0.13% 164
2022
Q3 		$1.2M Buy
88,385
+4,732
+6% +$73.8K 0.11% 186
2022
Q2 		$1.26M Buy
+83,653
New +$1.37M 0.14% 174

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

Independent Financial Group's BIZD Position: Q2 2026 in Review

Independent Financial Group reduced its VanEck BDC Income ETF (BIZD) stake by 87% in Q2 2026, selling an estimated $14.6M and leaving 167,250 shares worth $2.12M. The position accounts for 0.04% of the portfolio, ranked #435.

Independent Financial Group first reported a position in BIZD in Q2 2022 and has held it in 17 quarters since. The position peaked at $19.3M in Q4 2025. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Independent Financial Group held 167,250 shares of VanEck BDC Income ETF worth $2.12M as of Q2 2026.
  • Independent Financial Group sold 1,152,219 VanEck BDC Income ETF shares in Q2 2026, an estimated $14.6M.
  • VanEck BDC Income ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #435 holding.
  • Independent Financial Group first reported a position in VanEck BDC Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Independent Financial Group's VanEck BDC Income ETF position peaked at $19.3M in Q4 2025.
  • 266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.