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

Jefferies 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	$501K	Sell	39,540 -56,594	-59%	-$716K	﹤0.01%	1249
2026 Q1	$1.23M	Buy	96,134 +32,921	+52%	+$443K	0.01%	841
2025 Q4	$896K	Buy	63,213 +17,413	+38%	+$250K	﹤0.01%	1135
2025 Q3	$684K	Buy	45,800 +17,101	+60%	+$273K	﹤0.01%	990
2025 Q2	$467K	Buy	28,699 +11,330	+65%	+$177K	﹤0.01%	923
2025 Q1	$291K	Sell	17,369 -1,746	-9%	-$29.8K	﹤0.01%	1252
2024 Q4	$318K	Sell	19,115 -1,354	-7%	-$22.3K	﹤0.01%	1247
2024 Q3	$339K	Buy	20,469 +9,159	+81%	+$150K	﹤0.01%	1086
2024 Q2	$194K	Buy	+11,310	New	+$190K	﹤0.01%	1234

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

Jefferies Financial Group reduced its VanEck BDC Income ETF (BIZD) stake by 59% in Q2 2026, selling an estimated $716K and leaving 39,540 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Jefferies Financial Group first reported a position in BIZD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q1 2026. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Jefferies Financial Group held 39,540 shares of VanEck BDC Income ETF worth $501K as of Q2 2026.
Jefferies Financial Group sold 56,594 VanEck BDC Income ETF shares in Q2 2026, an estimated $716K.
VanEck BDC Income ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1249 holding.
Jefferies Financial Group first reported a position in VanEck BDC Income ETF in Q2 2024 and has held it in 9 quarters since.
Jefferies Financial Group's VanEck BDC Income ETF position peaked at $1.23M in Q1 2026.
268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.