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Samalin Investment Counsel’s VanEck BDC Income ETF BIZD Stock Holding History

Samalin Investment Counsel’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 		$2.74M Buy
216,774
+22,751
+12% +$288K 0.86% 32
2026
Q1 		$2.48M Buy
194,023
+63,653
+49% +$857K 0.88% 28
2025
Q4 		$1.85M Sell
130,370
-15,675
-11% -$225K 0.66% 32
2025
Q3 		$2.18M Buy
146,045
+7,448
+5% +$119K 0.75% 28
2025
Q2 		$2.26M Buy
138,597
+1,165
+0.8% +$18.2K 0.86% 24
2025
Q1 		$2.3M Sell
137,432
-3,891
-3% -$66.4K 0.93% 21
2024
Q4 		$2.35M Buy
141,323
+15,322
+12% +$253K 1.01% 20
2024
Q3 		$2.09M Buy
126,001
+23,774
+23% +$390K 0.91% 22
2024
Q2 		$1.75M Buy
102,227
+20,083
+24% +$338K 0.82% 24
2024
Q1 		$1.39M Buy
82,144
+3,362
+4% +$54.9K 0.66% 34
2023
Q4 		$1.26M Buy
78,782
+11,441
+17% +$179K 0.64% 36
2023
Q3 		$1.08M Buy
67,341
+9,251
+16% +$145K 0.62% 40
2023
Q2 		$892K Buy
58,090
+18,128
+45% +$265K 0.48% 53
2023
Q1 		$593K Buy
39,962
+15,709
+65% +$236K 0.36% 79
2022
Q4 		$343K Buy
+24,253
New +$354K 0.22% 140

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

Samalin Investment Counsel's BIZD Position: Q2 2026 in Review

Samalin Investment Counsel increased its VanEck BDC Income ETF (BIZD) stake by 12% in Q2 2026, buying an estimated $288K and bringing the position to 216,774 shares worth $2.74M. The position accounts for 0.86% of the portfolio, ranked #32.

Samalin Investment Counsel first reported a position in BIZD in Q4 2022 and has held it in 15 quarters since. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Samalin Investment Counsel held 216,774 shares of VanEck BDC Income ETF worth $2.74M as of Q2 2026.
  • Samalin Investment Counsel bought 22,751 VanEck BDC Income ETF shares in Q2 2026, an estimated $288K.
  • VanEck BDC Income ETF made up 0.86% of Samalin Investment Counsel's portfolio in Q2 2026, its #32 holding.
  • Samalin Investment Counsel first reported a position in VanEck BDC Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.