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Tcg Bdc shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of Tcg Bdc (CGBD) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in Tcg Bdc

Tip: Access up to 7 years of quarterly data

All positions including Tcg Bdc held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tcg Bdc by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.6k 507 14.96
2023-09-30 $7.1k 491 14.53
2023-06-30 $7.0k 478 14.56
2023-03-31 $6.3k 463 13.62
2022-12-31 $6.0k 449 13.36
2022-09-30 $5.0k 435 11.49
2022-06-30 $5.0k 422 11.85
2022-03-31 $6.0k 410 14.63
2021-12-31 $5.0k 400 12.50

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding Tcg Bdc

LSV Asset Management
Van Eck Associates Corp.
Bank of America Corporation
Millennium Management
Legal & General Group
Two Sigma Investments
Two Sigma Advisers
D. E. Shaw & Co
Sumitomo Mitsui Trust Holdings
Citadel Advisors
Advisors Asset Management
Novare Capital Management
Royal Bank of Canada
Neuberger Berman Group
Condor Capital Management

View all funds holding Tcg Bdc