Clear Harbor Asset Management’s VanEck BDC Income ETF BIZD Stock Holding History

Clear Harbor Asset 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 Q4	–	Sell	-11,140	Closed	-$166K	–	453
2025 Q3	$166K	Sell	11,140 -250	-2%	-$4K	0.01%	399
2025 Q2	$185K	Hold	11,390	–	–	0.01%	383
2025 Q1	$191K	Buy	+11,390	New	+$194K	0.02%	372
2018 Q3	–	Sell	-10,365	Closed	-$172K	–	262
2018 Q2	$172K	Buy	+10,365	New	+$170K	0.03%	225

Other funds holding BIZD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG

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

Clear Harbor Asset Management's BIZD Position: Q4 2025 in Review

Clear Harbor Asset Management sold out of VanEck BDC Income ETF (BIZD) in Q4 2025, closing a stake of 11,140 shares — an estimated $166K sold.

Clear Harbor Asset Management first reported a position in BIZD in Q2 2018 and held it in 4 quarters. The position peaked at $191K in Q1 2025. 251 funds tracked by Wall St. Rank hold BIZD as of Q4 2025.

Clear Harbor Asset Management reported no remaining VanEck BDC Income ETF position as of Q4 2025 after selling out during the quarter.
Clear Harbor Asset Management sold 11,140 VanEck BDC Income ETF shares in Q4 2025, an estimated $166K.
Clear Harbor Asset Management first reported a position in VanEck BDC Income ETF in Q2 2018 and held it in 4 quarters.
Clear Harbor Asset Management's VanEck BDC Income ETF position peaked at $191K in Q1 2025.
251 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2025.

Based on Clear Harbor Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.