Stonebridge Financial Planning Group’s VanEck BDC Income ETF BIZD Stock Holding History

Stonebridge Financial Planning Group’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	–	Sell	-108,435	Closed	-$1.54M	–	173
2025 Q4	$1.54M	Sell	108,435 -26,193	-19%	-$375K	0.56%	58
2025 Q3	$2.01M	Buy	134,628 +14,272	+12%	+$228K	0.76%	41
2025 Q2	$1.96M	Buy	120,356 +22,601	+23%	+$354K	0.82%	38
2025 Q1	$1.64M	Buy	97,755 +37,422	+62%	+$639K	0.75%	42
2024 Q4	$1M	Buy	60,333 +16,794	+39%	+$277K	0.45%	64
2024 Q3	$721K	Buy	43,539 +13,785	+46%	+$226K	0.34%	82
2024 Q2	$509K	Buy	29,754 +15,760	+113%	+$265K	0.26%	101
2024 Q1	$236K	Buy	13,994 +3,610	+35%	+$59K	0.13%	142
2023 Q4	$167K	Buy	+10,384	New	+$162K	0.1%	148

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

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

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 New York $138B AUM 41.87% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Stonebridge Financial Planning Group's BIZD Position: Q1 2026 in Review

Stonebridge Financial Planning Group sold out of VanEck BDC Income ETF (BIZD) in Q1 2026, closing a stake of 108,435 shares — an estimated $1.54M sold.

Stonebridge Financial Planning Group first reported a position in BIZD in Q4 2023 and held it in 9 quarters. The position peaked at $2.01M in Q3 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Stonebridge Financial Planning Group reported no remaining VanEck BDC Income ETF position as of Q1 2026 after selling out during the quarter.
Stonebridge Financial Planning Group sold 108,435 VanEck BDC Income ETF shares in Q1 2026, an estimated $1.54M.
Stonebridge Financial Planning Group first reported a position in VanEck BDC Income ETF in Q4 2023 and held it in 9 quarters.
Stonebridge Financial Planning Group's VanEck BDC Income ETF position peaked at $2.01M in Q3 2025.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.