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McCarter Private Wealth Services’s VanEck BDC Income ETF BIZD Stock Holding History

McCarter Private Wealth 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
2026
Q1 		$238K Hold
18,563
– – 0.1% 157
2025
Q4 		$263K Hold
18,563
– – 0.12% 138
2025
Q3 		$277K Buy
+18,563
New +$297K 0.14% 110

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

McCarter Private Wealth Services's BIZD Position: Q1 2026 in Review

McCarter Private Wealth Services held its VanEck BDC Income ETF (BIZD) position steady in Q1 2026 at 18,563 shares worth $238K. The position accounts for 0.1% of the portfolio, ranked #157.

McCarter Private Wealth Services first reported a position in BIZD in Q3 2025 and has held it in 3 quarters since. The position peaked at $277K in Q3 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • McCarter Private Wealth Services held 18,563 shares of VanEck BDC Income ETF worth $238K as of Q1 2026.
  • McCarter Private Wealth Services left its VanEck BDC Income ETF share count unchanged in Q1 2026.
  • VanEck BDC Income ETF made up 0.1% of McCarter Private Wealth Services's portfolio in Q1 2026, its #157 holding.
  • McCarter Private Wealth Services first reported a position in VanEck BDC Income ETF in Q3 2025 and has held it in 3 quarters since.
  • McCarter Private Wealth Services's VanEck BDC Income ETF position peaked at $277K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.