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Tcg Bdc shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Tcg Bdc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tcg Bdc by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $176k 12k 14.96
2023-09-30 $171k 12k 14.50
2023-06-30 $172k 12k 14.56
2023-03-31 $786k 58k 13.62
2022-12-31 $2.3M 162k 14.31
2022-09-30 $1.9M 162k 11.44
2022-06-30 $2.1M 162k 12.70
2022-03-31 $2.3M 162k 14.39

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for HB 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