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

Moloney Securities 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
Q2 		– Sell
-10,117
Closed -$170K – 497
2025
Q1 		$170K Buy
+10,117
New +$173K 0.02% 443

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Moloney Securities Asset Management's BIZD Position: Q2 2025 in Review

Moloney Securities Asset Management sold out of VanEck BDC Income ETF (BIZD) in Q2 2025, closing a stake of 10,117 shares — an estimated $170K sold.

Moloney Securities Asset Management first reported a position in BIZD in Q1 2025 and held it in 1 quarter. The position peaked at $170K in Q1 2025. 236 funds tracked by Wall St. Rank hold BIZD as of Q2 2025.

  • Moloney Securities Asset Management reported no remaining VanEck BDC Income ETF position as of Q2 2025 after selling out during the quarter.
  • Moloney Securities Asset Management sold 10,117 VanEck BDC Income ETF shares in Q2 2025, an estimated $170K.
  • Moloney Securities Asset Management first reported a position in VanEck BDC Income ETF in Q1 2025 and held it in 1 quarter.
  • Moloney Securities Asset Management's VanEck BDC Income ETF position peaked at $170K in Q1 2025.
  • 236 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2025.

Based on Moloney Securities Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.