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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return