Measured Risk Portfolios’s VanEck BDC Income ETF BIZD Stock Holding History

Measured Risk Portfolios’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 Q2	$2.32M	Buy	183,546 +2,941	+2%	+$37.2K	2.07%	10
2026 Q1	$2.31M	Buy	180,605 +23,020	+15%	+$310K	2.53%	12
2025 Q4	$2.23M	Buy	157,585 +15,406	+11%	+$221K	2.22%	13
2025 Q3	$2.12M	Buy	142,179 +856	+0.6%	+$13.7K	1.98%	18
2025 Q2	$2.3M	Buy	141,323 +2,647	+2%	+$41.4K	2.22%	17
2025 Q1	$2.32M	Sell	138,676 -5,837	-4%	-$99.7K	2.49%	13
2024 Q4	$2.4M	Buy	+144,513	New	+$2.38M	2.51%	7

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Measured Risk Portfolios's BIZD Position: Q2 2026 in Review

Measured Risk Portfolios increased its VanEck BDC Income ETF (BIZD) stake by 1.6% in Q2 2026, buying an estimated $37.2K and bringing the position to 183,546 shares worth $2.32M. The position accounts for 2.07% of the portfolio, ranked #10.

Measured Risk Portfolios first reported a position in BIZD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.4M in Q4 2024. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Measured Risk Portfolios held 183,546 shares of VanEck BDC Income ETF worth $2.32M as of Q2 2026.
Measured Risk Portfolios bought 2,941 VanEck BDC Income ETF shares in Q2 2026, an estimated $37.2K.
VanEck BDC Income ETF made up 2.07% of Measured Risk Portfolios's portfolio in Q2 2026, its #10 holding.
Measured Risk Portfolios first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 7 quarters since.
Measured Risk Portfolios's VanEck BDC Income ETF position peaked at $2.4M in Q4 2024.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Measured Risk Portfolios's 13F filing for Q2 2026, filed 12 Aug 2026.