Parkside Financial Bank & Trust’s VanEck BDC Income ETF BIZD Stock Holding History

Parkside Financial Bank & Trust’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 Q4	–	Sell	-1,227	Closed	-$18.3K	–	2701
2025 Q3	$18.3K	Buy	1,227 +118	+11%	+$1.89K	﹤0.01%	1285
2025 Q2	$18.1K	Hold	1,109	–	–	﹤0.01%	1278
2025 Q1	$18.6K	Buy	1,109 +82	+8%	+$1.4K	﹤0.01%	1176
2024 Q4	$17.1K	Hold	1,027	–	–	﹤0.01%	1132
2024 Q3	$17K	Buy	+1,027	New	+$16.9K	﹤0.01%	1097
2024 Q1	–	Sell	-1,027	Closed	-$16.5K	–	2038
2023 Q4	$16.5K	Hold	1,027	–	–	﹤0.01%	1035
2023 Q3	$16.5K	Buy	1,027 +17	+2%	+$266	﹤0.01%	968
2023 Q2	$15.5K	Buy	+1,010	New	+$14.8K	﹤0.01%	979

Other funds holding BIZD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 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

Parkside Financial Bank & Trust's BIZD Position: Q4 2025 in Review

Parkside Financial Bank & Trust sold out of VanEck BDC Income ETF (BIZD) in Q4 2025, closing a stake of 1,227 shares — an estimated $18.3K sold.

Parkside Financial Bank & Trust first reported a position in BIZD in Q2 2023 and held it in 8 quarters. The position peaked at $18.6K in Q1 2025. 250 funds tracked by Wall St. Rank hold BIZD as of Q4 2025.

Parkside Financial Bank & Trust reported no remaining VanEck BDC Income ETF position as of Q4 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 1,227 VanEck BDC Income ETF shares in Q4 2025, an estimated $18.3K.
Parkside Financial Bank & Trust first reported a position in VanEck BDC Income ETF in Q2 2023 and held it in 8 quarters.
Parkside Financial Bank & Trust's VanEck BDC Income ETF position peaked at $18.6K in Q1 2025.
250 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2025, filed 13 Feb 2026.