Doliver Advisors’s Carlyle Secured Lending CGBD Stock Holding History

Doliver 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 Q2	$1.26M	Sell	119,781 -6,900	-5%	-$76.9K	0.29%	58
2026 Q1	$1.39M	Buy	126,681 +4,100	+3%	+$48.4K	0.32%	54
2025 Q4	$1.53M	Hold	122,581	–	–	0.38%	45
2025 Q3	$1.53M	Hold	122,581	–	–	0.4%	43
2025 Q2	$1.68M	Buy	+122,581	New	+$1.74M	0.46%	37

Other funds holding CGBD

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HIMS

Hager Investment Management Services New London, New Hampshire $217M AUM 56.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

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

Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Doliver Advisors's CGBD Position: Q2 2026 in Review

Doliver Advisors reduced its Carlyle Secured Lending (CGBD) stake by 5.4% in Q2 2026, selling an estimated $76.9K and leaving 119,781 shares worth $1.26M. The position accounts for 0.29% of the portfolio, ranked #58.

Doliver Advisors first reported a position in CGBD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.68M in Q2 2025. 21 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

Doliver Advisors held 119,781 shares of Carlyle Secured Lending worth $1.26M as of Q2 2026.
Doliver Advisors sold 6,900 Carlyle Secured Lending shares in Q2 2026, an estimated $76.9K.
Carlyle Secured Lending made up 0.29% of Doliver Advisors's portfolio in Q2 2026, its #58 holding.
Doliver Advisors first reported a position in Carlyle Secured Lending in Q2 2025 and has held it in 5 quarters since.
Doliver Advisors's Carlyle Secured Lending position peaked at $1.68M in Q2 2025.
21 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.