United Advisor Group’s Carlyle Secured Lending CGBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$357K	Buy	26,115 +2,196	+9%	+$30K	0.06%	287
2025 Q1	$387K	Hold	23,919	–	–	0.08%	229
2024 Q4	$429K	Buy	23,919 +8,814	+58%	+$158K	0.08%	223
2024 Q3	$256K	Buy	15,105 +1,803	+14%	+$30.6K	0.06%	295
2024 Q2	$236K	Buy	+13,302	New	+$236K	0.07%	233