Shade Tree Advisors’s Golub Capital BDC GBDC Stock Holding History

Shade Tree Advisors’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
2026 Q2	$432K	Hold	33,565	–	–	0.25%	24
2026 Q1	$425K	Sell	33,565 -14,804	-31%	-$190K	0.3%	21
2025 Q4	$656K	Buy	48,369 +14,804	+44%	+$205K	0.5%	18
2025 Q3	$460K	Buy	+33,565	New	+$494K	0.4%	13
2025 Q2	–	Sell	-33,565	Closed	-$508K	–	18
2025 Q1	$508K	Buy	+33,565	New	+$515K	0.5%	14

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Shade Tree Advisors's GBDC Position: Q2 2026 in Review

Shade Tree Advisors held its Golub Capital BDC (GBDC) position steady in Q2 2026 at 33,565 shares worth $432K. The position accounts for 0.25% of the portfolio, ranked #24.

Shade Tree Advisors first reported a position in GBDC in Q1 2025 and has held it in 5 quarters since. The position peaked at $656K in Q4 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Shade Tree Advisors held 33,565 shares of Golub Capital BDC worth $432K as of Q2 2026.
Shade Tree Advisors left its Golub Capital BDC share count unchanged in Q2 2026.
Golub Capital BDC made up 0.25% of Shade Tree Advisors's portfolio in Q2 2026, its #24 holding.
Shade Tree Advisors first reported a position in Golub Capital BDC in Q1 2025 and has held it in 5 quarters since.
Shade Tree Advisors's Golub Capital BDC position peaked at $656K in Q4 2025.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Shade Tree Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.