Aspect Partners’s Carlyle Secured Lending CGBD Stock Holding History

Aspect Partners’s Portfolio CGBD Stock Details CGBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-272	Closed	-$3.4K	–	714
2025 Q4	$3.4K	Buy	+272	New	+$3.39K	﹤0.01%	437

Other funds holding CGBD

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

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Aspect Partners's CGBD Position: Q1 2026 in Review

Aspect Partners sold out of Carlyle Secured Lending (CGBD) in Q1 2026, closing a stake of 272 shares — an estimated $3.4K sold.

Aspect Partners first reported a position in CGBD in Q4 2025 and held it in 1 quarter. The position peaked at $3.4K in Q4 2025. 154 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

Aspect Partners reported no remaining Carlyle Secured Lending position as of Q1 2026 after selling out during the quarter.
Aspect Partners sold 272 Carlyle Secured Lending shares in Q1 2026, an estimated $3.4K.
Aspect Partners first reported a position in Carlyle Secured Lending in Q4 2025 and held it in 1 quarter.
Aspect Partners's Carlyle Secured Lending position peaked at $3.4K in Q4 2025.
154 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on Aspect Partners's 13F filing for Q1 2026, filed 2 Apr 2026.