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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
Q2 		– Sell
-184
Closed -$2.35K – 404
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

WealthShield Partners's BIZD Position: Q2 2026 in Review

WealthShield Partners sold out of VanEck BDC Income ETF (BIZD) in Q2 2026, closing a stake of 184 shares — an estimated $2.35K sold.

WealthShield Partners first reported a position in BIZD in Q2 2024 and held it in 8 quarters. The position peaked at $4.65K in Q1 2025. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • WealthShield Partners reported no remaining VanEck BDC Income ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 184 VanEck BDC Income ETF shares in Q2 2026, an estimated $2.35K.
  • WealthShield Partners first reported a position in VanEck BDC Income ETF in Q2 2024 and held it in 8 quarters.
  • WealthShield Partners's VanEck BDC Income ETF position peaked at $4.65K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.