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

Oregon Pacific 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
2026
Q1 		– Sell
-18,305
Closed -$260K – 109
2025
Q4 		$260K Sell
18,305
-939
-5% -$13.5K 0.27% 94
2025
Q3 		$288K Buy
19,244
+103
+0.5% +$1.65K 0.25% 102
2025
Q2 		$312K Sell
19,141
-608
-3% -$9.52K 0.29% 91
2025
Q1 		$331K Buy
19,749
+633
+3% +$10.8K 0.33% 85
2024
Q4 		$318K Buy
+19,116
New +$315K 0.31% 89

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
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
Bank Julius Baer & Co
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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

Oregon Pacific Wealth Management's BIZD Position: Q1 2026 in Review

Oregon Pacific Wealth Management sold out of VanEck BDC Income ETF (BIZD) in Q1 2026, closing a stake of 18,305 shares — an estimated $260K sold.

Oregon Pacific Wealth Management first reported a position in BIZD in Q4 2024 and held it in 5 quarters. The position peaked at $331K in Q1 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Oregon Pacific Wealth Management reported no remaining VanEck BDC Income ETF position as of Q1 2026 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 18,305 VanEck BDC Income ETF shares in Q1 2026, an estimated $260K.
  • Oregon Pacific Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2024 and held it in 5 quarters.
  • Oregon Pacific Wealth Management's VanEck BDC Income ETF position peaked at $331K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.