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Osbon Capital Management’s VanEck BDC Income ETF BIZD Stock Holding History

Osbon Capital 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
Q2 		$15.7K Sell
1,237
-2,071
-63% -$26.2K 0.01% 222
2026
Q1 		$42.3K Buy
3,308
+2,071
+167% +$27.9K 0.03% 159
2025
Q4 		$17.5K Buy
+1,237
New +$17.7K 0.02% 192

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
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Osbon Capital Management's BIZD Position: Q2 2026 in Review

Osbon Capital Management reduced its VanEck BDC Income ETF (BIZD) stake by 63% in Q2 2026, selling an estimated $26.2K and leaving 1,237 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #222.

Osbon Capital Management first reported a position in BIZD in Q4 2025 and has held it in 3 quarters since. The position peaked at $42.3K in Q1 2026. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Osbon Capital Management held 1,237 shares of VanEck BDC Income ETF worth $15.7K as of Q2 2026.
  • Osbon Capital Management sold 2,071 VanEck BDC Income ETF shares in Q2 2026, an estimated $26.2K.
  • VanEck BDC Income ETF made up 0.01% of Osbon Capital Management's portfolio in Q2 2026, its #222 holding.
  • Osbon Capital Management first reported a position in VanEck BDC Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Osbon Capital Management's VanEck BDC Income ETF position peaked at $42.3K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.