Tyler-Stone Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Tyler-Stone Wealth Management’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	$572K	Hold	35,136	–	–	0.09%	187
2025 Q1	$589K	Hold	35,136	–	–	0.11%	172
2024 Q4	$584K	Sell	35,136 -750	-2%	-$12.4K	0.1%	174
2024 Q3	$594K	Buy	35,886 +18,062	+101%	+$296K	0.11%	162
2024 Q2	$305K	Hold	17,824	–	–	0.13%	141
2024 Q1	$301K	Hold	17,824	–	–	0.13%	146
2023 Q4	$286K	Buy	17,824 +4,126	+30%	+$64.5K	0.14%	141
2023 Q3	$220K	Hold	13,698	–	–	0.13%	146
2023 Q2	$210K	Buy	+13,698	New	+$200K	0.12%	154
2022 Q4	$149K	Buy	10,554 +8,379	+385%	+$122K	0.1%	182
2022 Q3	$30K	Hold	2,175	–	–	0.02%	367
2022 Q2	$33K	Hold	2,175	–	–	0.02%	374
2022 Q1	$39K	Buy	+2,175	New	+$38.1K	0.02%	373

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

IFG

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

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

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

Tyler-Stone Wealth Management's BIZD Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its VanEck BDC Income ETF (BIZD) position steady in Q2 2025 at 35,136 shares worth $572K. The position accounts for 0.09% of the portfolio, ranked #187.

Tyler-Stone Wealth Management first reported a position in BIZD in Q1 2022 and has held it in 13 quarters since. The position peaked at $594K in Q3 2024. 236 funds tracked by Wall St. Rank hold BIZD as of Q2 2025.

Tyler-Stone Wealth Management held 35,136 shares of VanEck BDC Income ETF worth $572K as of Q2 2025.
Tyler-Stone Wealth Management left its VanEck BDC Income ETF share count unchanged in Q2 2025.
VanEck BDC Income ETF made up 0.09% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #187 holding.
Tyler-Stone Wealth Management first reported a position in VanEck BDC Income ETF in Q1 2022 and has held it in 13 quarters since.
Tyler-Stone Wealth Management's VanEck BDC Income ETF position peaked at $594K in Q3 2024.
236 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.