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

Bright Futures Wealth Management’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
2025 Q1	$805K	Sell
2024 Q4	$1.12M	Sell
2024 Q3	$1.06M	Buy
2024 Q2	$948K	Buy
2024 Q1	$973K	Buy