Sterling Investment Advisors (Pennsylvania)’s VanEck BDC Income ETF BIZD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$5.34M	Sell	421,475 -70,100	-14%	-$887K	0.89%	31
2026 Q1	$6.29M	Buy	491,575 +154,150	+46%	+$2.08M	1.14%	26
2025 Q4	$4.78M	Buy	+337,425	New	+$4.84M	0.88%	34
2023 Q1	–	Sell	-32,930	Closed	-$466K	–	138
2022 Q4	$466K	Buy	32,930 +6,877	+26%	+$100K	0.17%	100
2022 Q3	$354K	Buy	26,053 +1,013	+4%	+$15.8K	0.13%	108
2022 Q2	$378K	Sell	25,040 -1,336	-5%	-$21.9K	0.13%	105
2022 Q1	$472K	Buy	26,376 +10,691	+68%	+$187K	0.13%	108
2021 Q4	$270K	Buy	15,685 +6,600	+73%	+$114K	0.08%	130
2021 Q3	$156K	Buy	9,085 +900	+11%	+$15.4K	0.05%	163
2021 Q2	$140K	Hold	8,185	–	–	0.04%	172
2021 Q1	$133K	Buy	+8,185	New	+$124K	0.04%	165

Other funds holding BIZD

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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

BCP

Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s BIZD Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its VanEck BDC Income ETF (BIZD) stake by 14% in Q2 2026, selling an estimated $887K and leaving 421,475 shares worth $5.34M. The position accounts for 0.89% of the portfolio, ranked #31.

Sterling Investment Advisors (Pennsylvania) first reported a position in BIZD in Q1 2021 and has held it in 11 quarters since. The position peaked at $6.29M in Q1 2026. 134 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 421,475 shares of VanEck BDC Income ETF worth $5.34M as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) sold 70,100 VanEck BDC Income ETF shares in Q2 2026, an estimated $887K.
VanEck BDC Income ETF made up 0.89% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #31 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in VanEck BDC Income ETF in Q1 2021 and has held it in 11 quarters since.
Sterling Investment Advisors (Pennsylvania)'s VanEck BDC Income ETF position peaked at $6.29M in Q1 2026.
134 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.