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SVB Wealth’s VanEck BDC Income ETF BIZD Stock Holding History

SVB Wealth’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
2021
Q1 		– Sell
-1,500
Closed -$20K – 931
2020
Q4 		$20K Hold
1,500
– – ﹤0.01% 835
2020
Q3 		$18K Buy
+1,500
New +$17.9K ﹤0.01% 720

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

SVB Wealth's BIZD Position: Q1 2021 in Review

SVB Wealth sold out of VanEck BDC Income ETF (BIZD) in Q1 2021, closing a stake of 1,500 shares — an estimated $20K sold.

SVB Wealth first reported a position in BIZD in Q3 2020 and held it in 2 quarters. The position peaked at $20K in Q4 2020. 96 funds tracked by Wall St. Rank hold BIZD as of Q1 2021.

  • SVB Wealth reported no remaining VanEck BDC Income ETF position as of Q1 2021 after selling out during the quarter.
  • SVB Wealth sold 1,500 VanEck BDC Income ETF shares in Q1 2021, an estimated $20K.
  • SVB Wealth first reported a position in VanEck BDC Income ETF in Q3 2020 and held it in 2 quarters.
  • SVB Wealth's VanEck BDC Income ETF position peaked at $20K in Q4 2020.
  • 96 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2021.

Based on SVB Wealth's 13F filing for Q1 2021, filed 11 May 2021.