Shilanski & Associates’s VanEck BDC Income ETF BIZD Stock Holding History

Shilanski & Associates’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 Q3	$3.1M	Buy	207,821 +4,771	+2%	+$76.3K	0.83%	41
2025 Q2	$3.31M	Buy	203,050 +3,041	+2%	+$47.6K	0.94%	33
2025 Q1	$3.35M	Buy	200,009 +2,148	+1%	+$36.7K	1.05%	33
2024 Q4	$3.29M	Sell	197,861 -2,255	-1%	-$37.2K	1.06%	32
2024 Q3	$3.31M	Sell	200,116 -5,563	-3%	-$91.3K	1.08%	34
2024 Q2	$3.52M	Buy	205,679 +1,107	+0.5%	+$18.6K	1.18%	28
2024 Q1	$3.46M	Sell	204,572 -306	-0.1%	-$5K	1.19%	29
2023 Q4	$3.29M	Buy	204,878 +1,511	+0.7%	+$23.6K	1.25%	28
2023 Q3	$3.26M	Buy	203,367 +4,243	+2%	+$66.4K	1.33%	28
2023 Q2	$3.06M	Buy	199,124 +3,066	+2%	+$44.9K	1.24%	28
2023 Q1	$2.76M	Buy	196,058 +1,075	+0.6%	+$16.1K	1.24%	32
2022 Q4	$2.76M	Buy	+194,983	New	+$2.85M	1.21%	33

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

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

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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MHFA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Shilanski & Associates's BIZD Position: Q3 2025 in Review

Shilanski & Associates increased its VanEck BDC Income ETF (BIZD) stake by 2.3% in Q3 2025, buying an estimated $76.3K and bringing the position to 207,821 shares worth $3.1M. The position accounts for 0.83% of the portfolio, ranked #41.

Shilanski & Associates first reported a position in BIZD in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.52M in Q2 2024. 230 funds tracked by Wall St. Rank hold BIZD as of Q3 2025.

Shilanski & Associates held 207,821 shares of VanEck BDC Income ETF worth $3.1M as of Q3 2025.
Shilanski & Associates bought 4,771 VanEck BDC Income ETF shares in Q3 2025, an estimated $76.3K.
VanEck BDC Income ETF made up 0.83% of Shilanski & Associates's portfolio in Q3 2025, its #41 holding.
Shilanski & Associates first reported a position in VanEck BDC Income ETF in Q4 2022 and has held it in 12 quarters since.
Shilanski & Associates's VanEck BDC Income ETF position peaked at $3.52M in Q2 2024.
230 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2025.

Based on Shilanski & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.