Jones Financial Companies
BIZD icon

Jones Financial Companies’s VanEck BDC Income ETF BIZD Stock Holding History

Jones Financial Companies’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 		$33.8K Buy
+2,734
New +$36.8K ﹤0.01% 3091
2025
Q1 		– Sell
-1,857
Closed -$30.9K – 3720
2024
Q4 		$30.9K Buy
+1,857
New +$30.6K ﹤0.01% 2076

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

Jones Financial Companies's BIZD Position: Q1 2026 in Review

Jones Financial Companies opened a new position in VanEck BDC Income ETF (BIZD) in Q1 2026: 2,734 shares worth $33.8K. The stake represents ﹤0.01% of the portfolio and ranks #3091 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in BIZD as recently as Q4 2024.

Jones Financial Companies first reported a position in BIZD in Q4 2024 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Jones Financial Companies held 2,734 shares of VanEck BDC Income ETF worth $33.8K as of Q1 2026.
  • VanEck BDC Income ETF was a new Jones Financial Companies position in Q1 2026.
  • VanEck BDC Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3091 holding.
  • Jones Financial Companies first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.