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Symphony Financial’s VanEck BDC Income ETF BIZD Stock Holding History

Symphony Financial’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 		$351K Buy
27,711
+293
+1% +$3.71K 0.04% 242
2026
Q1 		$347K Buy
27,418
+771
+3% +$10.4K 0.05% 209
2025
Q4 		$377K Sell
26,647
-1,928
-7% -$27.6K 0.05% 196
2025
Q3 		$426K Sell
28,575
-12,882
-31% -$206K 0.05% 178
2025
Q2 		$665K Buy
+41,457
New +$649K 0.09% 130
2025
Q1 		– Sell
-49,240
Closed -$847K – 107
2024
Q4 		$847K Sell
49,240
-1,540
-3% -$25.4K 0.13% 108
2024
Q3 		$841K Sell
50,780
-881
-2% -$14.5K 0.14% 112
2024
Q2 		$885K Buy
51,661
+117
+0.2% +$1.97K 0.16% 104
2024
Q1 		$871K Sell
51,544
-789
-2% -$12.9K 0.2% 93
2023
Q4 		$849K Sell
52,333
-863
-2% -$13.5K 0.18% 97
2023
Q3 		$814K Sell
53,196
-106
-0.2% -$1.66K 0.2% 88
2023
Q2 		$819K Sell
53,302
-22,372
-30% -$327K 0.2% 94
2023
Q1 		$1.11M Hold
75,674
– – 0.29% 73
2022
Q4 		$1.1M Buy
75,674
+5,395
+8% +$78.8K 0.29% 69
2022
Q3 		$949K Buy
70,279
+29,978
+74% +$467K 0.31% 75
2022
Q2 		$605K Hold
40,301
– – 0.18% 114
2022
Q1 		$704K Buy
40,301
+2,410
+6% +$42.3K 0.17% 106
2021
Q4 		$656K Sell
37,891
-931
-2% -$16.1K 0.18% 99
2021
Q3 		$671K Sell
38,822
-239
-0.6% -$4.09K 0.23% 74
2021
Q2 		$669K Sell
39,061
-2,057
-5% -$34.8K 0.23% 77
2021
Q1 		$674K Buy
41,118
+14,850
+57% +$225K 0.18% 88
2020
Q4 		$357K Sell
26,268
-12,873
-33% -$166K 0.13% 112
2020
Q3 		$476K Sell
39,141
-848
-2% -$10.1K 0.19% 81
2020
Q2 		$486K Buy
39,989
+298
+0.8% +$3.31K 0.24% 78
2020
Q1 		$381K Buy
+39,691
New +$595K 0.26% 61

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Apollon Wealth Management
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
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Symphony Financial's BIZD Position: Q2 2026 in Review

Symphony Financial increased its VanEck BDC Income ETF (BIZD) stake by 1.1% in Q2 2026, buying an estimated $3.71K and bringing the position to 27,711 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #242.

Symphony Financial first reported a position in BIZD in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.11M in Q1 2023. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Symphony Financial held 27,711 shares of VanEck BDC Income ETF worth $351K as of Q2 2026.
  • Symphony Financial bought 293 VanEck BDC Income ETF shares in Q2 2026, an estimated $3.71K.
  • VanEck BDC Income ETF made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #242 holding.
  • Symphony Financial first reported a position in VanEck BDC Income ETF in Q1 2020 and has held it in 25 quarters since.
  • Symphony Financial's VanEck BDC Income ETF position peaked at $1.11M in Q1 2023.
  • 268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.