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YANKCOM Partnership’s Carlyle Secured Lending CGBD Stock Holding History

YANKCOM Partnership’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
Q3 		– Sell
-64
Closed -$876 – 289
2025
Q2 		$876 Hold
64
– – ﹤0.01% 299
2025
Q1 		$1.04K Hold
64
– – ﹤0.01% 272
2024
Q4 		$1.15K Buy
+64
New +$1.1K ﹤0.01% 254

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
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

YANKCOM Partnership's CGBD Position: Q3 2025 in Review

YANKCOM Partnership sold out of Carlyle Secured Lending (CGBD) in Q3 2025, closing a stake of 64 shares — an estimated $876 sold.

YANKCOM Partnership first reported a position in CGBD in Q4 2024 and held it in 3 quarters. The position peaked at $1.15K in Q4 2024. 150 funds tracked by Wall St. Rank hold CGBD as of Q3 2025.

  • YANKCOM Partnership reported no remaining Carlyle Secured Lending position as of Q3 2025 after selling out during the quarter.
  • YANKCOM Partnership sold 64 Carlyle Secured Lending shares in Q3 2025, an estimated $876.
  • YANKCOM Partnership first reported a position in Carlyle Secured Lending in Q4 2024 and held it in 3 quarters.
  • YANKCOM Partnership's Carlyle Secured Lending position peaked at $1.15K in Q4 2024.
  • 150 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q3 2025.

Based on YANKCOM Partnership's 13F filing for Q3 2025, filed 20 Oct 2025.