Milestone Asset Management’s VanEck BDC Income ETF BIZD Stock Holding History

Milestone Asset 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	-51,244	Closed	-$766K	–	216
2025 Q3	$766K	Buy	51,244 +8,299	+19%	+$133K	0.14%	117
2025 Q2	$699K	Buy	42,945 +13,645	+47%	+$214K	0.15%	116
2025 Q1	$491K	Buy	29,300 +3,388	+13%	+$57.9K	0.1%	139
2024 Q4	$431K	Buy	25,912 +6,301	+32%	+$104K	0.09%	172
2024 Q3	$325K	Buy	19,611 +286	+1%	+$4.69K	0.07%	172
2024 Q2	$331K	Buy	19,325 +1,144	+6%	+$19.3K	0.08%	155
2024 Q1	$307K	Buy	+18,181	New	+$297K	0.09%	140

Other funds holding BIZD

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Two Sigma Investments New York $138B AUM 41.87% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Milestone Asset Management's BIZD Position: Q4 2025 in Review

Milestone Asset Management sold out of VanEck BDC Income ETF (BIZD) in Q4 2025, closing a stake of 51,244 shares — an estimated $766K sold.

Milestone Asset Management first reported a position in BIZD in Q1 2024 and held it in 7 quarters. The position peaked at $766K in Q3 2025. 250 funds tracked by Wall St. Rank hold BIZD as of Q4 2025.

Milestone Asset Management reported no remaining VanEck BDC Income ETF position as of Q4 2025 after selling out during the quarter.
Milestone Asset Management sold 51,244 VanEck BDC Income ETF shares in Q4 2025, an estimated $766K.
Milestone Asset Management first reported a position in VanEck BDC Income ETF in Q1 2024 and held it in 7 quarters.
Milestone Asset Management's VanEck BDC Income ETF position peaked at $766K in Q3 2025.
250 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2025.

Based on Milestone Asset Management's 13F filing for Q4 2025, filed 28 Jan 2026.