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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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

Sanctuary Advisors's BIZD Position: Q1 2026 in Review

Sanctuary Advisors increased its VanEck BDC Income ETF (BIZD) stake by 98% in Q1 2026, buying an estimated $383K and bringing the position to 57,545 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Sanctuary Advisors first reported a position in BIZD in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.6M in Q3 2024. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Sanctuary Advisors held 57,545 shares of VanEck BDC Income ETF worth $737K as of Q1 2026.
Sanctuary Advisors bought 28,458 VanEck BDC Income ETF shares in Q1 2026, an estimated $383K.
VanEck BDC Income ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1527 holding.
Sanctuary Advisors first reported a position in VanEck BDC Income ETF in Q2 2024 and has held it in 5 quarters since.
Sanctuary Advisors's VanEck BDC Income ETF position peaked at $2.6M in Q3 2024.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.