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Integrated Wealth Concepts’s VanEck BDC Income ETF BIZD Stock Holding History

Integrated Wealth Concepts’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
Q1 		$792K Buy
61,860
+22,923
+59% +$309K 0.01% 1255
2025
Q4 		$552K Buy
38,937
+15,618
+67% +$224K 0.01% 1043
2025
Q3 		$348K Buy
23,319
+670
+3% +$10.7K ﹤0.01% 1554
2025
Q2 		$369K Buy
22,649
+10,319
+84% +$162K ﹤0.01% 1447
2025
Q1 		$207K Sell
12,330
-203
-2% -$3.47K ﹤0.01% 1607
2024
Q4 		$208K Buy
+12,533
New +$207K ﹤0.01% 1582

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Integrated Wealth Concepts's BIZD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its VanEck BDC Income ETF (BIZD) stake by 59% in Q1 2026, buying an estimated $309K and bringing the position to 61,860 shares worth $792K. The position accounts for 0.01% of the portfolio, ranked #1255.

Integrated Wealth Concepts first reported a position in BIZD in Q4 2024 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Integrated Wealth Concepts held 61,860 shares of VanEck BDC Income ETF worth $792K as of Q1 2026.
  • Integrated Wealth Concepts bought 22,923 VanEck BDC Income ETF shares in Q1 2026, an estimated $309K.
  • VanEck BDC Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1255 holding.
  • Integrated Wealth Concepts first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.