Mission Hills Financial Advisory’s VanEck BDC Income ETF BIZD Stock Holding History

Mission Hills Financial Advisory’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	$16M	Buy	1,250,070 +37,818	+3%	+$509K	8.19%	2
2025 Q4	$17.2M	Buy	1,212,252 +90,088	+8%	+$1.29M	9.08%	1
2025 Q3	$16.8M	Buy	1,122,164 +122,931	+12%	+$1.97M	8.91%	1
2025 Q2	$16.3M	Buy	999,233 +133,636	+15%	+$2.09M	10.1%	1
2025 Q1	$14.5M	Buy	865,597 +60,500	+8%	+$1.03M	10.07%	1
2024 Q4	$13.4M	Buy	805,097 +71,942	+10%	+$1.19M	10.39%	1
2024 Q3	$12M	Buy	+733,155	New	+$12M	10.2%	1

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Mission Hills Financial Advisory's BIZD Position: Q1 2026 in Review

Mission Hills Financial Advisory increased its VanEck BDC Income ETF (BIZD) stake by 3.1% in Q1 2026, buying an estimated $509K and bringing the position to 1,250,070 shares worth $16M. The position accounts for 8.19% of the portfolio, ranked #2.

Mission Hills Financial Advisory first reported a position in BIZD in Q3 2024 and has held it in 7 quarters since. The position peaked at $17.2M in Q4 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Mission Hills Financial Advisory held 1,250,070 shares of VanEck BDC Income ETF worth $16M as of Q1 2026.
Mission Hills Financial Advisory bought 37,818 VanEck BDC Income ETF shares in Q1 2026, an estimated $509K.
VanEck BDC Income ETF made up 8.19% of Mission Hills Financial Advisory's portfolio in Q1 2026, its #2 holding.
Mission Hills Financial Advisory first reported a position in VanEck BDC Income ETF in Q3 2024 and has held it in 7 quarters since.
Mission Hills Financial Advisory's VanEck BDC Income ETF position peaked at $17.2M in Q4 2025.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q1 2026, filed 4 May 2026.