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SHP Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

SHP Wealth Management’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 		$47.5K Sell
3,710
-28,035
-88% -$378K ﹤0.01% 504
2025
Q4 		$450K Buy
+31,745
New +$455K 0.04% 158

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Raymond James Financial
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

SHP Wealth Management's BIZD Position: Q1 2026 in Review

SHP Wealth Management reduced its VanEck BDC Income ETF (BIZD) stake by 88% in Q1 2026, selling an estimated $378K and leaving 3,710 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

SHP Wealth Management first reported a position in BIZD in Q4 2025 and has held it in 2 quarters since. The position peaked at $450K in Q4 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • SHP Wealth Management held 3,710 shares of VanEck BDC Income ETF worth $47.5K as of Q1 2026.
  • SHP Wealth Management sold 28,035 VanEck BDC Income ETF shares in Q1 2026, an estimated $378K.
  • VanEck BDC Income ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #504 holding.
  • SHP Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's VanEck BDC Income ETF position peaked at $450K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.