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Tcg Bdc shares owned by SHP Wealth Management

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

Historical chart of SHP Wealth Management investment in Tcg Bdc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tcg Bdc by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 1.2k 12.49

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP Wealth Management

Top funds holding Tcg Bdc

Creative Planning
Rivernorth Capital Management
Van Eck Associates Corp.
Rsm Us Wealth Management
Invesco
UBS Group
Two Sigma Investments
Muzinich & Co
Mariner Wealth Advisors
Sumitomo Mitsui Trust Holdings
Legal & General Group
BlackRock
Susquehanna International
Rockefeller Capital Management
LSV Asset Management

View all funds holding Tcg Bdc