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IFG Advisory’s Golub Capital BDC GBDC Stock Holding History

IFG Advisory’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,000
Closed -$167K – 693
2024
Q4 		$167K Sell
11,000
-420
-4% -$6.41K 0.01% 645
2024
Q3 		$173K Buy
11,420
+1,300
+13% +$19.6K 0.01% 372
2024
Q2 		$159K Buy
+10,120
New +$166K 0.01% 608
2020
Q1 		– Sell
-17,714
Closed -$320K – 382
2019
Q4 		$320K Buy
17,714
+3,869
+28% +$68.3K 0.06% 302
2019
Q3 		$255K Buy
13,845
+1,099
+9% +$19.8K 0.05% 336
2019
Q2 		$222K Buy
12,746
+1,250
+11% +$21.9K 0.04% 318
2019
Q1 		$201K Buy
11,496
+1,187
+12% +$20.9K 0.04% 322
2018
Q4 		$166K Sell
10,309
-408
-4% -$7.26K 0.04% 300
2018
Q3 		$196K Hold
10,717
– – 0.04% 366
2018
Q2 		$192K Sell
10,717
-47
-0.4% -$840 0.04% 336
2018
Q1 		$188K Buy
10,764
+109
+1% +$1.93K 0.04% 326
2017
Q4 		$189K Buy
+10,655
New +$197K 0.04% 315

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

IFG Advisory's GBDC Position: Q1 2025 in Review

IFG Advisory sold out of Golub Capital BDC (GBDC) in Q1 2025, closing a stake of 11,000 shares — an estimated $167K sold.

IFG Advisory first reported a position in GBDC in Q4 2017 and held it in 12 quarters. The position peaked at $320K in Q4 2019. 337 funds tracked by Wall St. Rank hold GBDC as of Q1 2025.

  • IFG Advisory reported no remaining Golub Capital BDC position as of Q1 2025 after selling out during the quarter.
  • IFG Advisory sold 11,000 Golub Capital BDC shares in Q1 2025, an estimated $167K.
  • IFG Advisory first reported a position in Golub Capital BDC in Q4 2017 and held it in 12 quarters.
  • IFG Advisory's Golub Capital BDC position peaked at $320K in Q4 2019.
  • 337 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2025.

Based on IFG Advisory's 13F filing for Q1 2025, filed 8 May 2025.