Silver Oak Securities’s VanEck BDC Income ETF BIZD Stock Holding History

Silver Oak Securities’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	$392K	Buy	30,959 +12,762	+70%	+$162K	0.02%	540
2026 Q1	$233K	Sell	18,197 -378	-2%	-$5.09K	0.02%	681
2025 Q4	$263K	Buy	18,575 +721	+4%	+$10.3K	0.02%	673
2025 Q3	$267K	Sell	17,854 -412	-2%	-$6.59K	0.02%	617
2025 Q2	$297K	Sell	18,266 -49	-0.3%	-$767	0.02%	540
2025 Q1	$309K	Buy	18,315 +1,356	+8%	+$23.2K	0.03%	494
2024 Q4	$281K	Buy	+16,959	New	+$280K	0.03%	528

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

Silver Oak Securities's BIZD Position: Q2 2026 in Review

Silver Oak Securities increased its VanEck BDC Income ETF (BIZD) stake by 70% in Q2 2026, buying an estimated $162K and bringing the position to 30,959 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #540.

Silver Oak Securities first reported a position in BIZD in Q4 2024 and has held it in 7 quarters since. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Silver Oak Securities held 30,959 shares of VanEck BDC Income ETF worth $392K as of Q2 2026.
Silver Oak Securities bought 12,762 VanEck BDC Income ETF shares in Q2 2026, an estimated $162K.
VanEck BDC Income ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #540 holding.
Silver Oak Securities first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 7 quarters since.
266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.