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Eagle Strategies’s Carlyle Secured Lending CGBD Stock Holding History

Eagle Strategies’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 		$157K Hold
14,863
– – 0.02% 273
2026
Q1 		$163K Hold
14,863
– – 0.02% 258
2025
Q4 		$186K Hold
14,863
– – 0.02% 247
2025
Q3 		$186K Hold
14,863
– – 0.02% 239
2025
Q2 		$203K Buy
+14,863
New +$211K 0.03% 223

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Eagle Strategies's CGBD Position: Q2 2026 in Review

Eagle Strategies held its Carlyle Secured Lending (CGBD) position steady in Q2 2026 at 14,863 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #273.

Eagle Strategies first reported a position in CGBD in Q2 2025 and has held it in 5 quarters since. The position peaked at $203K in Q2 2025. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Eagle Strategies held 14,863 shares of Carlyle Secured Lending worth $157K as of Q2 2026.
  • Eagle Strategies left its Carlyle Secured Lending share count unchanged in Q2 2026.
  • Carlyle Secured Lending made up 0.02% of Eagle Strategies's portfolio in Q2 2026, its #273 holding.
  • Eagle Strategies first reported a position in Carlyle Secured Lending in Q2 2025 and has held it in 5 quarters since.
  • Eagle Strategies's Carlyle Secured Lending position peaked at $203K in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.