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Mattson Financial Services’s VanEck BDC Income ETF BIZD Stock Holding History

Mattson Financial Services’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
-3,950
Closed -$65.4K – 337
2024
Q4 		$65.4K Buy
3,950
+1,246
+46% +$20.6K 0.02% 164
2024
Q3 		$46.3K Hold
2,704
– – 0.02% 171
2024
Q2 		$46.3K Buy
+2,704
New +$45.5K 0.02% 171

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

Mattson Financial Services's BIZD Position: Q1 2025 in Review

Mattson Financial Services sold out of VanEck BDC Income ETF (BIZD) in Q1 2025, closing a stake of 3,950 shares — an estimated $65.4K sold.

Mattson Financial Services first reported a position in BIZD in Q2 2024 and held it in 3 quarters. The position peaked at $65.4K in Q4 2024. 218 funds tracked by Wall St. Rank hold BIZD as of Q1 2025.

  • Mattson Financial Services reported no remaining VanEck BDC Income ETF position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 3,950 VanEck BDC Income ETF shares in Q1 2025, an estimated $65.4K.
  • Mattson Financial Services first reported a position in VanEck BDC Income ETF in Q2 2024 and held it in 3 quarters.
  • Mattson Financial Services's VanEck BDC Income ETF position peaked at $65.4K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.