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MGB Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

MGB Wealth Management’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
Q4 		– Sell
-7,493
Closed -$112K – 312
2025
Q3 		$112K Hold
7,493
– – 0.03% 243
2025
Q2 		$122K Hold
7,493
– – 0.04% 234
2025
Q1 		$126K Hold
7,493
– – 0.05% 225
2024
Q4 		$125K Buy
7,493
+743
+11% +$12.3K 0.04% 217
2024
Q3 		$112K Sell
6,750
-750
-10% -$12.3K 0.04% 212
2024
Q2 		$127K Buy
7,500
+300
+4% +$5.05K 0.05% 209
2024
Q1 		$122K Buy
7,200
+450
+7% +$7.35K 0.05% 199
2023
Q4 		$108K Buy
+6,750
New +$106K 0.05% 199

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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 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

MGB Wealth Management's BIZD Position: Q4 2025 in Review

MGB Wealth Management sold out of VanEck BDC Income ETF (BIZD) in Q4 2025, closing a stake of 7,493 shares — an estimated $112K sold.

MGB Wealth Management first reported a position in BIZD in Q4 2023 and held it in 8 quarters. The position peaked at $127K in Q2 2024. 250 funds tracked by Wall St. Rank hold BIZD as of Q4 2025.

  • MGB Wealth Management reported no remaining VanEck BDC Income ETF position as of Q4 2025 after selling out during the quarter.
  • MGB Wealth Management sold 7,493 VanEck BDC Income ETF shares in Q4 2025, an estimated $112K.
  • MGB Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2023 and held it in 8 quarters.
  • MGB Wealth Management's VanEck BDC Income ETF position peaked at $127K in Q2 2024.
  • 250 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.