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TrueMark Investments’s VanEck BDC Income ETF BIZD Stock Holding History

TrueMark Investments’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
Q2 		– Sell
-224,919
Closed -$3.77M – 152
2025
Q1 		$3.77M Buy
224,919
+206,310
+1,109% +$3.52M 0.99% 40
2024
Q4 		$309K Sell
18,609
-16,989
-48% -$280K 0.1% 122
2024
Q3 		$590K Sell
35,598
-917
-3% -$15K 0.19% 115
2024
Q2 		$625K Buy
+36,515
New +$615K 0.21% 116

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

TrueMark Investments's BIZD Position: Q2 2025 in Review

TrueMark Investments sold out of VanEck BDC Income ETF (BIZD) in Q2 2025, closing a stake of 224,919 shares — an estimated $3.77M sold.

TrueMark Investments first reported a position in BIZD in Q2 2024 and held it in 4 quarters. The position peaked at $3.77M in Q1 2025. 236 funds tracked by Wall St. Rank hold BIZD as of Q2 2025.

  • TrueMark Investments reported no remaining VanEck BDC Income ETF position as of Q2 2025 after selling out during the quarter.
  • TrueMark Investments sold 224,919 VanEck BDC Income ETF shares in Q2 2025, an estimated $3.77M.
  • TrueMark Investments first reported a position in VanEck BDC Income ETF in Q2 2024 and held it in 4 quarters.
  • TrueMark Investments's VanEck BDC Income ETF position peaked at $3.77M in Q1 2025.
  • 236 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2025.

Based on TrueMark Investments's 13F filing for Q2 2025, filed 29 Jul 2025.