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MGB Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History

MGB Wealth Management’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
2025
Q2 		– Sell
-17,199
Closed -$291K – 310
2025
Q1 		$291K Buy
+17,199
New +$304K 0.11% 169

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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

MGB Wealth Management's CGBD Position: Q2 2025 in Review

MGB Wealth Management sold out of Carlyle Secured Lending (CGBD) in Q2 2025, closing a stake of 17,199 shares — an estimated $291K sold.

MGB Wealth Management first reported a position in CGBD in Q1 2025 and held it in 1 quarter. The position peaked at $291K in Q1 2025. 150 funds tracked by Wall St. Rank hold CGBD as of Q2 2025.

  • MGB Wealth Management reported no remaining Carlyle Secured Lending position as of Q2 2025 after selling out during the quarter.
  • MGB Wealth Management sold 17,199 Carlyle Secured Lending shares in Q2 2025, an estimated $291K.
  • MGB Wealth Management first reported a position in Carlyle Secured Lending in Q1 2025 and held it in 1 quarter.
  • MGB Wealth Management's Carlyle Secured Lending position peaked at $291K in Q1 2025.
  • 150 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2025.

Based on MGB Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.