SWM
CGBD icon

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

SHP 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
2026
Q1 		– Sell
-1,158
Closed -$13.7K – 1815
2025
Q4 		$14.5K Buy
+1,158
New +$14.4K ﹤0.01% 746

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $124B AUM 33.93% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SHP Wealth Management's CGBD Position: Q1 2026 in Review

SHP Wealth Management sold out of Carlyle Secured Lending (CGBD) in Q1 2026, closing a stake of 1,158 shares — an estimated $13.7K sold.

SHP Wealth Management first reported a position in CGBD in Q4 2025 and held it in 1 quarter. The position peaked at $14.5K in Q4 2025. 154 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • SHP Wealth Management reported no remaining Carlyle Secured Lending position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 1,158 Carlyle Secured Lending shares in Q1 2026, an estimated $13.7K.
  • SHP Wealth Management first reported a position in Carlyle Secured Lending in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Carlyle Secured Lending position peaked at $14.5K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.