NSG
CGBD icon

Nalls Sherbakoff Group’s Carlyle Secured Lending CGBD Stock Holding History

Nalls Sherbakoff 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
Q1 		– Sell
-750
Closed -$9.37K – 425
2025
Q4 		$9.37K Hold
750
– – 0.01% 330
2025
Q3 		$9.38K Hold
750
– – 0.01% 330
2025
Q2 		$10.3K Buy
+750
New +$10.7K 0.01% 327

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
Choreo LLC
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Nalls Sherbakoff Group's CGBD Position: Q1 2026 in Review

Nalls Sherbakoff Group sold out of Carlyle Secured Lending (CGBD) in Q1 2026, closing a stake of 750 shares — an estimated $9.37K sold.

Nalls Sherbakoff Group first reported a position in CGBD in Q2 2025 and held it in 3 quarters. The position peaked at $10.3K in Q2 2025. 154 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • Nalls Sherbakoff Group reported no remaining Carlyle Secured Lending position as of Q1 2026 after selling out during the quarter.
  • Nalls Sherbakoff Group sold 750 Carlyle Secured Lending shares in Q1 2026, an estimated $9.37K.
  • Nalls Sherbakoff Group first reported a position in Carlyle Secured Lending in Q2 2025 and held it in 3 quarters.
  • Nalls Sherbakoff Group's Carlyle Secured Lending position peaked at $10.3K in Q2 2025.
  • 154 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q1 2026, filed 17 Aug 2026.