Bright Futures Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History

Bright Futures Wealth Management’s Portfolio CGBD Stock Details CGBD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.39M	Buy
2025 Q3	$1.21M	Buy
2025 Q1	$805K	Sell
2024 Q4	$1.12M	Sell
2024 Q3	$1.06M	Buy
2024 Q2	$948K	Buy
2024 Q1	$973K	Buy