Sunbelt Securities’s VanEck BDC Income ETF BIZD Stock Holding History

Sunbelt Securities’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
2025 Q4	–	Sell	-3,000	Closed	-$44.8K	–	2803
2025 Q3	$44.8K	Hold	3,000	–	–	﹤0.01%	1027
2025 Q2	$49.9K	Hold	3,000	–	–	﹤0.01%	932
2025 Q1	$50.3K	Hold	3,000	–	–	﹤0.01%	903
2024 Q4	$49.8K	Hold	3,000	–	–	﹤0.01%	934
2024 Q3	$49.7K	Hold	3,000	–	–	﹤0.01%	944
2024 Q2	$51.3K	Hold	3,000	–	–	0.01%	892
2024 Q1	$50.7K	Hold	3,000	–	–	0.01%	869
2023 Q4	$48.1K	Hold	3,000	–	–	0.01%	824
2023 Q3	$48.1K	Hold	3,000	–	–	0.01%	811
2023 Q2	$46.1K	Hold	3,000	–	–	0.01%	818
2023 Q1	$44.2K	Buy	+3,000	New	+$45K	0.01%	781

Other funds holding BIZD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 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

Sunbelt Securities's BIZD Position: Q4 2025 in Review

Sunbelt Securities sold out of VanEck BDC Income ETF (BIZD) in Q4 2025, closing a stake of 3,000 shares — an estimated $44.8K sold.

Sunbelt Securities first reported a position in BIZD in Q1 2023 and held it in 11 quarters. The position peaked at $51.3K in Q2 2024. 250 funds tracked by Wall St. Rank hold BIZD as of Q4 2025.

Sunbelt Securities reported no remaining VanEck BDC Income ETF position as of Q4 2025 after selling out during the quarter.
Sunbelt Securities sold 3,000 VanEck BDC Income ETF shares in Q4 2025, an estimated $44.8K.
Sunbelt Securities first reported a position in VanEck BDC Income ETF in Q1 2023 and held it in 11 quarters.
Sunbelt Securities's VanEck BDC Income ETF position peaked at $51.3K in Q2 2024.
250 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.