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

Sterling Group 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	$334K	Hold	26,059	–	–	0.16%	40
2025 Q4	$370K	Buy	26,059 +1,247	+5%	+$17.9K	0.18%	39
2025 Q3	$371K	Buy	24,812 +597	+2%	+$9.54K	0.18%	38
2025 Q2	$394K	Buy	24,215 +190	+0.8%	+$2.97K	0.22%	32
2025 Q1	$403K	Hold	24,025	–	–	0.22%	35
2024 Q4	$400K	Hold	24,025	–	–	0.21%	37
2024 Q3	$398K	Buy	+24,025	New	+$394K	0.21%	35

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 $5.53B AUM 35.1% 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

Sterling Group Wealth Management's BIZD Position: Q1 2026 in Review

Sterling Group Wealth Management held its VanEck BDC Income ETF (BIZD) position steady in Q1 2026 at 26,059 shares worth $334K. The position accounts for 0.16% of the portfolio, ranked #40.

Sterling Group Wealth Management first reported a position in BIZD in Q3 2024 and has held it in 7 quarters since. The position peaked at $403K in Q1 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Sterling Group Wealth Management held 26,059 shares of VanEck BDC Income ETF worth $334K as of Q1 2026.
Sterling Group Wealth Management left its VanEck BDC Income ETF share count unchanged in Q1 2026.
VanEck BDC Income ETF made up 0.16% of Sterling Group Wealth Management's portfolio in Q1 2026, its #40 holding.
Sterling Group Wealth Management first reported a position in VanEck BDC Income ETF in Q3 2024 and has held it in 7 quarters since.
Sterling Group Wealth Management's VanEck BDC Income ETF position peaked at $403K in Q1 2025.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.