Sanctuary Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Sanctuary Advisors’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	$1.06M	Buy	83,530 +25,985	+45%	+$329K	﹤0.01%	1410
2026 Q1	$737K	Buy	57,545 +28,458	+98%	+$383K	﹤0.01%	1527
2025 Q4	$412K	Buy	+29,087	New	+$417K	﹤0.01%	1838
2025 Q1	–	Sell	-18,226	Closed	-$317K	–	2210
2024 Q4	$317K	Sell	18,226 -137,868	-88%	-$2.27M	﹤0.01%	1961
2024 Q3	$2.6M	Buy	156,094 +46,354	+42%	+$761K	0.02%	747
2024 Q2	$1.84M	Buy	+109,740	New	+$1.85M	0.01%	850

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Sanctuary Advisors's BIZD Position: Q2 2026 in Review

Sanctuary Advisors increased its VanEck BDC Income ETF (BIZD) stake by 45% in Q2 2026, buying an estimated $329K and bringing the position to 83,530 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Sanctuary Advisors first reported a position in BIZD in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.6M in Q3 2024. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Sanctuary Advisors held 83,530 shares of VanEck BDC Income ETF worth $1.06M as of Q2 2026.
Sanctuary Advisors bought 25,985 VanEck BDC Income ETF shares in Q2 2026, an estimated $329K.
VanEck BDC Income ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1410 holding.
Sanctuary Advisors first reported a position in VanEck BDC Income ETF in Q2 2024 and has held it in 6 quarters since.
Sanctuary Advisors's VanEck BDC Income ETF position peaked at $2.6M in Q3 2024.
268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.