Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Carlyle Secured Lending CGBD Stock Holding History

Cambridge Investment Research Advisors’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
-10,827
Closed -$135K – 3954
2025
Q4 		$135K Buy
10,827
+136
+1% +$1.69K ﹤0.01% 3657
2025
Q3 		$134K Sell
10,691
-4,700
-31% -$64.5K ﹤0.01% 3563
2025
Q2 		$211K Buy
15,391
+42
+0.3% +$597 ﹤0.01% 3307
2025
Q1 		$248K Sell
15,349
-104
-0.7% -$1.84K ﹤0.01% 3031
2024
Q4 		$277K Sell
15,453
-8,311
-35% -$143K ﹤0.01% 2894
2024
Q3 		$403K Sell
23,764
-12,487
-34% -$216K ﹤0.01% 2583
2024
Q2 		$643K Sell
36,251
-1,945
-5% -$33.8K ﹤0.01% 2093
2024
Q1 		$622K Buy
38,196
+10,850
+40% +$170K ﹤0.01% 2084
2023
Q4 		$409K Buy
27,346
+1,076
+4% +$15.6K ﹤0.01% 2353
2023
Q3 		$381K Buy
26,270
+6,912
+36% +$103K ﹤0.01% 2311
2023
Q2 		$282K Buy
+19,358
New +$269K ﹤0.01% 2578

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cambridge Investment Research Advisors's CGBD Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of Carlyle Secured Lending (CGBD) in Q1 2026, closing a stake of 10,827 shares — an estimated $135K sold.

Cambridge Investment Research Advisors first reported a position in CGBD in Q2 2023 and held it in 11 quarters. The position peaked at $643K in Q2 2024. 153 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining Carlyle Secured Lending position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,827 Carlyle Secured Lending shares in Q1 2026, an estimated $135K.
  • Cambridge Investment Research Advisors first reported a position in Carlyle Secured Lending in Q2 2023 and held it in 11 quarters.
  • Cambridge Investment Research Advisors's Carlyle Secured Lending position peaked at $643K in Q2 2024.
  • 153 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.