JFS Wealth Advisors’s Carlyle Secured Lending CGBD Stock Holding History

JFS Wealth 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	$1.95K	Buy	+179	New	+$1.99K	﹤0.01%	1615

Other funds holding CGBD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lalia Capital New York $206M AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

JFS Wealth Advisors's CGBD Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Carlyle Secured Lending (CGBD) in Q2 2026: 179 shares worth $1.95K. The stake represents ﹤0.01% of the portfolio and ranks #1615 among its holdings.

142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

JFS Wealth Advisors held 179 shares of Carlyle Secured Lending worth $1.95K as of Q2 2026.
Carlyle Secured Lending was a new JFS Wealth Advisors position in Q2 2026.
Carlyle Secured Lending made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1615 holding.
142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

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