Jefferies Group's BIZD Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 96,134 shares of VanEck BDC Income ETF (BIZD) worth $1.23 M, representing 0.01% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Jefferies Group has maintained this position in BIZD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 32,921 shares. Largest reduction occurred in Q1 2025, reducing 1,746 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's VanEck BDC Income ETF (BIZD) Holding Value Over Time
Track share changes against reported price movement
Quarterly VanEck BDC Income ETF (BIZD) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +32,921 | Add 52.08% | 96,134 | $12.80 |
| Q4 2025 | +17,413 | Add 38.02% | 63,213 | $14.18 |
| Q3 2025 | +17,101 | Add 59.59% | 45,800 | $14.94 |
| Q2 2025 | +11,330 | Add 65.23% | 28,699 | $16.28 |
| Q1 2025 | -1,746 | Reduce 9.13% | 17,369 | $16.76 |
| Q4 2024 | -1,354 | Reduce 6.61% | 19,115 | $16.63 |
| Q3 2024 | +9,159 | Add 80.98% | 20,469 | $16.56 |
| Q2 2024 | +11,310 | New Buy | 11,310 | $17.11 |
Jefferies Group's VanEck BDC Income ETF Investment FAQs
Jefferies Group first purchased VanEck BDC Income ETF (BIZD) in Q2 2024, acquiring 11,310 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held VanEck BDC Income ETF (BIZD) for 8 quarters since Q2 2024.
Jefferies Group's largest addition to VanEck BDC Income ETF (BIZD) was in Q1 2026, adding 96,134 shares worth $1.23 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 96,134 shares of VanEck BDC Income ETF (BIZD), valued at approximately $1.23 M.
As of the Q1 2026 filing, VanEck BDC Income ETF (BIZD) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in VanEck BDC Income ETF (BIZD) was 96,134 shares, as reported at the end of Q1 2026.