RSM US WEALTH MANAGEMENT LLC
Holdings in CGBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $17,299,899 | 1,385,100 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $18,233,850 | 1,458,708 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $19,945,823 | 1,458,028 | Shares | Sole | 2025-08-13 |