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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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 New York $124B AUM 33.93% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin)'s BIZD Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its VanEck BDC Income ETF (BIZD) stake by 24% in Q1 2026, selling an estimated $135K and leaving 32,500 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #243.

Johnson Financial Group Inc (Wisconsin) first reported a position in BIZD in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.43M in Q4 2022. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 32,500 shares of VanEck BDC Income ETF worth $416K as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) sold 10,000 VanEck BDC Income ETF shares in Q1 2026, an estimated $135K.
VanEck BDC Income ETF made up 0.02% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #243 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in VanEck BDC Income ETF in Q4 2020 and has held it in 22 quarters since.
Johnson Financial Group Inc (Wisconsin)'s VanEck BDC Income ETF position peaked at $2.43M in Q4 2022.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.