Johnson Financial Group Inc (Wisconsin)’s VanEck BDC Income ETF BIZD Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$411K	Hold	32,500	–	–	0.01%	247
2026 Q1	$416K	Sell	32,500 -10,000	-24%	-$135K	0.02%	243
2025 Q4	$603K	Hold	42,500	–	–	0.02%	215
2025 Q3	$635K	Hold	42,500	–	–	0.02%	221
2025 Q2	$692K	Hold	42,500	–	–	0.03%	185
2025 Q1	$712K	Sell	42,500 -15,000	-26%	-$256K	0.03%	184
2024 Q4	$1.01M	Hold	57,500	–	–	0.05%	145
2024 Q3	$952K	Hold	57,500	–	–	0.04%	162
2024 Q2	$984K	Hold	57,500	–	–	0.05%	146
2024 Q1	$972K	Hold	57,500	–	–	0.05%	122
2023 Q4	$922K	Hold	57,500	–	–	0.05%	115
2023 Q3	$922K	Hold	57,500	–	–	0.06%	119
2023 Q2	$883K	Sell	57,500 -40,000	-41%	-$585K	0.06%	135
2023 Q1	$1.45M	Sell	97,500 -74,500	-43%	-$1.12M	0.1%	89
2022 Q4	$2.43M	Buy	172,000 +60,500	+54%	+$884K	0.19%	55
2022 Q3	$1.51M	Buy	111,500 +5,000	+5%	+$77.9K	0.14%	73
2022 Q2	$1.61M	Hold	106,500	–	–	0.12%	76
2022 Q1	$1.91M	Sell	106,500 -238	-0.2%	-$4.17K	0.13%	76
2021 Q4	$1.84M	Sell	106,738 -238	-0.2%	-$4.13K	0.12%	89
2021 Q3	$1.83M	Hold	106,976	–	–	0.12%	84
2021 Q2	$1.84M	Buy	106,976 +476	+0.4%	+$8.04K	0.12%	83
2021 Q1	$1.73M	Hold	106,500	–	–	0.12%	85
2020 Q4	$1.46M	Buy	+106,500	New	+$1.37M	0.13%	84

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

Johnson Financial Group Inc (Wisconsin)'s BIZD Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its VanEck BDC Income ETF (BIZD) position steady in Q2 2026 at 32,500 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #247.

Johnson Financial Group Inc (Wisconsin) first reported a position in BIZD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.43M in Q4 2022. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 32,500 shares of VanEck BDC Income ETF worth $411K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its VanEck BDC Income ETF share count unchanged in Q2 2026.
VanEck BDC Income ETF made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #247 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in VanEck BDC Income ETF in Q4 2020 and has held it in 23 quarters since.
Johnson Financial Group Inc (Wisconsin)'s VanEck BDC Income ETF position peaked at $2.43M in Q4 2022.
268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.