JFS Wealth Advisors »

Tcg Bdc shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Tcg Bdc

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tcg Bdc by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.9k 179 10.88

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth Advisors

Top funds holding Tcg Bdc

Creative Planning
Morgan Stanley
Rsm Us Wealth Management
Van Eck Associates Corp.
Invesco
Rivernorth Capital Management
UBS Group
Muzinich & Co
Two Sigma Investments
Russell Investments
Legal & General Group
Mariner Wealth Advisors
Sumitomo Mitsui Trust Holdings
Toronto-Dominion Bank
Rockefeller Capital Management

View all funds holding Tcg Bdc