WealthShield Partners’s VanEck BDC Income ETF BIZD Stock Holding History

WealthShield Partners’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	$2.35K	Buy	184 +50	+37%	+$673	﹤0.01%	582
2025 Q4	$1.9K	Buy	134 +7	+6%	+$100	﹤0.01%	551
2025 Q3	$1.89K	Sell	127 -139	-52%	-$2.22K	﹤0.01%	552
2025 Q2	$4.32K	Sell	266 -12	-4%	-$188	﹤0.01%	516
2025 Q1	$4.65K	Buy	278 +139	+100%	+$2.37K	﹤0.01%	499
2024 Q4	$2.31K	Buy	139 +8	+6%	+$132	﹤0.01%	479
2024 Q3	$2.18K	Buy	131 +3	+2%	+$49	﹤0.01%	478
2024 Q2	$2.19K	Buy	+128	New	+$2.15K	﹤0.01%	456

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

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

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

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 New York $124B AUM 33.93% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

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

WealthShield Partners's BIZD Position: Q1 2026 in Review

WealthShield Partners increased its VanEck BDC Income ETF (BIZD) stake by 37% in Q1 2026, buying an estimated $673 and bringing the position to 184 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

WealthShield Partners first reported a position in BIZD in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.65K in Q1 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

WealthShield Partners held 184 shares of VanEck BDC Income ETF worth $2.35K as of Q1 2026.
WealthShield Partners bought 50 VanEck BDC Income ETF shares in Q1 2026, an estimated $673.
VanEck BDC Income ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #582 holding.
WealthShield Partners first reported a position in VanEck BDC Income ETF in Q2 2024 and has held it in 8 quarters since.
WealthShield Partners's VanEck BDC Income ETF position peaked at $4.65K in Q1 2025.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.