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Independent Financial Group’s Carlyle Secured Lending CGBD Stock Holding History

Independent Financial Group’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
Q3 		$296K Sell
27,700
-372
-1% -$4.08K 0.01% 1264
2026
Q2 		$296K Buy
28,072
+5,190
+23% +$57.8K 0.01% 1253
2026
Q1 		$250K Sell
22,882
-1,677
-7% -$19.8K 0.01% 1255
2025
Q4 		$307K Hold
24,559
– – 0.01% 1139
2025
Q3 		$307K Buy
24,559
+425
+2% +$5.83K 0.01% 1081
2025
Q2 		$330K Buy
24,134
+3,519
+17% +$50K 0.01% 982
2025
Q1 		$334K Hold
20,615
– – 0.01% 881
2024
Q4 		$370K Hold
20,615
– – 0.01% 821
2024
Q3 		$350K Hold
20,615
– – 0.01% 812
2024
Q2 		$366K Buy
20,615
+4,168
+25% +$72.3K 0.01% 745
2024
Q1 		$268K Hold
16,447
– – 0.01% 835
2023
Q4 		$246K Hold
16,447
– – 0.01% 809
2023
Q3 		$238K Sell
16,447
-5,062
-24% -$75.8K 0.02% 767
2023
Q2 		$313K Hold
21,509
– – 0.02% 630
2023
Q1 		$293K Buy
21,509
+1,294
+6% +$19K 0.02% 614
2022
Q4 		$289K Buy
20,215
+4,000
+25% +$53.4K 0.02% 571
2022
Q3 		$186K Hold
16,215
– – 0.02% 678
2022
Q2 		$206K Sell
16,215
-415
-2% -$5.82K 0.02% 633
2022
Q1 		$239K Hold
16,630
– – 0.02% 685
2021
Q4 		$228K Hold
16,630
– – 0.02% 684
2021
Q3 		$223K Hold
16,630
– – 0.02% 633
2021
Q2 		$220K Sell
16,630
-564
-3% -$7.67K 0.02% 636
2021
Q1 		$227K Sell
17,194
-245
-1% -$2.96K 0.03% 553
2020
Q4 		$179K Hold
17,439
– – 0.03% 529
2020
Q3 		$155K Buy
17,439
+2,710
+18% +$23.8K 0.03% 476
2020
Q2 		$126K Hold
14,729
– – 0.03% 452
2020
Q1 		$76.9K Buy
+14,729
New +$174K 0.02% 392

Other funds holding CGBD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Independent Financial Group's CGBD Position: Q3 2026 in Review

Independent Financial Group reduced its Carlyle Secured Lending (CGBD) stake by 1.3% in Q3 2026, selling an estimated $4.08K and leaving 27,700 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #1264.

Independent Financial Group first reported a position in CGBD in Q1 2020 and has held it in 27 quarters since. The position peaked at $370K in Q4 2024. 8 funds tracked by Wall St. Rank hold CGBD as of Q3 2026.

  • Independent Financial Group held 27,700 shares of Carlyle Secured Lending worth $296K as of Q3 2026.
  • Independent Financial Group sold 372 Carlyle Secured Lending shares in Q3 2026, an estimated $4.08K.
  • Carlyle Secured Lending made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1264 holding.
  • Independent Financial Group first reported a position in Carlyle Secured Lending in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's Carlyle Secured Lending position peaked at $370K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.