Transce3nd’s VanEck BDC Income ETF BIZD Stock Holding History

Transce3nd’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 Q1	–	Sell	-130	Closed	-$2.16K	–	1225
2024 Q4	$2.16K	Buy	+130	New	+$2.14K	﹤0.01%	1093

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFG

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

MHFA

Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Transce3nd's BIZD Position: Q1 2025 in Review

Transce3nd sold out of VanEck BDC Income ETF (BIZD) in Q1 2025, closing a stake of 130 shares — an estimated $2.16K sold.

Transce3nd first reported a position in BIZD in Q4 2024 and held it in 1 quarter. The position peaked at $2.16K in Q4 2024. 218 funds tracked by Wall St. Rank hold BIZD as of Q1 2025.

Transce3nd reported no remaining VanEck BDC Income ETF position as of Q1 2025 after selling out during the quarter.
Transce3nd sold 130 VanEck BDC Income ETF shares in Q1 2025, an estimated $2.16K.
Transce3nd first reported a position in VanEck BDC Income ETF in Q4 2024 and held it in 1 quarter.
Transce3nd's VanEck BDC Income ETF position peaked at $2.16K in Q4 2024.
218 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.