Truist Financial
BIZD icon

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

Truist 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
Q1 		$1.33M Buy
103,596
+52,729
+104% +$710K ﹤0.01% 1555
2025
Q4 		$721K Buy
50,867
+29,032
+133% +$416K ﹤0.01% 1837
2025
Q3 		$326K Sell
21,835
-4,481
-17% -$71.6K ﹤0.01% 2258
2025
Q2 		$428K Buy
26,316
+2,446
+10% +$38.3K ﹤0.01% 2024
2025
Q1 		$400K Buy
23,870
+550
+2% +$9.39K ﹤0.01% 1991
2024
Q4 		$388K Buy
23,320
+4,011
+21% +$66.2K ﹤0.01% 2025
2024
Q3 		$320K Buy
19,309
+4,799
+33% +$78.8K ﹤0.01% 2094
2024
Q2 		$248K Buy
+14,510
New +$244K ﹤0.01% 2395
2022
Q4 		– Sell
-13,918
Closed -$189K – 2571
2022
Q3 		$189K Buy
13,918
+893
+7% +$13.9K ﹤0.01% 2323
2022
Q2 		$197K Buy
13,025
+461
+4% +$7.54K ﹤0.01% 2452
2022
Q1 		$225K Sell
12,564
-3,172
-20% -$55.6K ﹤0.01% 2477
2021
Q4 		$271K Sell
15,736
-2,573
-14% -$44.6K ﹤0.01% 2423
2021
Q3 		$314K Sell
18,309
-11,024
-38% -$189K ﹤0.01% 2319
2021
Q2 		$503K Buy
29,333
+9,247
+46% +$156K ﹤0.01% 2043
2021
Q1 		$325K Buy
20,086
+728
+4% +$11K ﹤0.01% 2234
2020
Q4 		$266K Buy
19,358
+4,049
+26% +$52.2K ﹤0.01% 2230
2020
Q3 		$186K Sell
15,309
-1,209
-7% -$14.5K ﹤0.01% 2272
2020
Q2 		$201K Buy
16,518
+573
+4% +$6.36K ﹤0.01% 2188
2020
Q1 		$149K Sell
15,945
-26,238
-62% -$393K ﹤0.01% 2191
2019
Q4 		$706K Buy
+42,183
New +$700K ﹤0.01% 1635

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return