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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
Q2 		$15.2M Sell
1,204,459
-45,611
-4% -$577K 6.7% 2
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
CA
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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Mission Hills Financial Advisory's BIZD Position: Q2 2026 in Review

Mission Hills Financial Advisory reduced its VanEck BDC Income ETF (BIZD) stake by 3.6% in Q2 2026, selling an estimated $577K and leaving 1,204,459 shares worth $15.2M. The position accounts for 6.7% of the portfolio, ranked #2.

Mission Hills Financial Advisory first reported a position in BIZD in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.2M in Q4 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Mission Hills Financial Advisory held 1,204,459 shares of VanEck BDC Income ETF worth $15.2M as of Q2 2026.
  • Mission Hills Financial Advisory sold 45,611 VanEck BDC Income ETF shares in Q2 2026, an estimated $577K.
  • VanEck BDC Income ETF made up 6.7% of Mission Hills Financial Advisory's portfolio in Q2 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 8 quarters since.
  • Mission Hills Financial Advisory's VanEck BDC Income ETF position peaked at $17.2M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.