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MassMutual Private Wealth & Trust’s VanEck BDC Income ETF BIZD Stock Holding History

MassMutual Private Wealth & Trust’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
2025
Q1 		– Sell
-250
Closed -$4.16K – 2368
2024
Q4 		$4.16K Buy
+250
New +$4.12K ﹤0.01% 1594
2024
Q3 		– Sell
-30
Closed -$513 – 2146
2024
Q2 		$513 Buy
+30
New +$505 ﹤0.01% 1951

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MassMutual Private Wealth & Trust's BIZD Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of VanEck BDC Income ETF (BIZD) in Q1 2025, closing a stake of 250 shares — an estimated $4.16K sold.

MassMutual Private Wealth & Trust first reported a position in BIZD in Q2 2024 and held it in 2 quarters. The position peaked at $4.16K in Q4 2024. 218 funds tracked by Wall St. Rank hold BIZD as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining VanEck BDC Income ETF position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 250 VanEck BDC Income ETF shares in Q1 2025, an estimated $4.16K.
  • MassMutual Private Wealth & Trust first reported a position in VanEck BDC Income ETF in Q2 2024 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's VanEck BDC Income ETF position peaked at $4.16K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.