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Sound Income Strategies’s VanEck BDC Income ETF BIZD Stock Holding History

Sound Income Strategies’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 		$2.6M Buy
205,600
+49,405
+32% +$625K 0.12% 144
2026
Q1 		$1.89M Buy
156,195
+21,215
+16% +$286K 0.09% 143
2025
Q4 		$1.96M Buy
134,980
+130,938
+3,239% +$1.88M 0.09% 141
2025
Q3 		$55.2K Sell
4,042
-750
-16% -$12K ﹤0.01% 528
2025
Q2 		$78K Sell
4,792
-636
-12% -$9.96K ﹤0.01% 429
2025
Q1 		$91K Sell
5,428
-1,107
-17% -$18.9K 0.01% 408
2024
Q4 		$109K Sell
6,535
-1,726
-21% -$28.5K 0.01% 343
2024
Q3 		$137K Buy
8,261
+947
+13% +$15.5K 0.01% 295
2024
Q2 		$125K Sell
7,314
-283
-4% -$4.76K 0.01% 295
2024
Q1 		$128K Sell
7,597
-339
-4% -$5.54K 0.01% 266
2023
Q4 		$127K Sell
7,936
-808
-9% -$12.6K 0.01% 251
2023
Q3 		$140K Sell
8,744
-470
-5% -$7.36K 0.01% 174
2023
Q2 		$142K Sell
9,214
-698
-7% -$10.2K 0.01% 178
2023
Q1 		$147K Sell
9,912
-2,116
-18% -$31.8K 0.02% 166
2022
Q4 		$170K Sell
12,028
-1,245
-9% -$18.2K 0.02% 150
2022
Q3 		$180K Sell
13,273
-1,003
-7% -$15.6K 0.03% 140
2022
Q2 		$216K Sell
14,276
-2,075
-13% -$34K 0.03% 131
2022
Q1 		$293K Sell
16,351
-10,433
-39% -$183K 0.03% 125
2021
Q4 		$461K Sell
26,784
-5,824
-18% -$101K 0.05% 111
2021
Q3 		$559K Sell
32,608
-11,392
-26% -$195K 0.07% 107
2021
Q2 		$755K Sell
44,000
-9,476
-18% -$160K 0.11% 96
2021
Q1 		$866K Sell
53,476
-44
-0.1% -$666 0.15% 85
2020
Q4 		$735K Buy
+53,520
New +$690K 0.16% 70

Other funds holding BIZD

Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
LPL Financial
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
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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sound Income Strategies's BIZD Position: Q2 2026 in Review

Sound Income Strategies increased its VanEck BDC Income ETF (BIZD) stake by 32% in Q2 2026, buying an estimated $625K and bringing the position to 205,600 shares worth $2.6M. The position accounts for 0.12% of the portfolio, ranked #144.

Sound Income Strategies first reported a position in BIZD in Q4 2020 and has held it in 23 quarters since. 194 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Sound Income Strategies held 205,600 shares of VanEck BDC Income ETF worth $2.6M as of Q2 2026.
  • Sound Income Strategies bought 49,405 VanEck BDC Income ETF shares in Q2 2026, an estimated $625K.
  • VanEck BDC Income ETF made up 0.12% of Sound Income Strategies's portfolio in Q2 2026, its #144 holding.
  • Sound Income Strategies first reported a position in VanEck BDC Income ETF in Q4 2020 and has held it in 23 quarters since.
  • 194 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.