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Ameritas Advisory Services’s Carlyle Secured Lending CGBD Stock Holding History

Ameritas Advisory Services’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-750
Closed -$9.38K – 1113
2025
Q3 		$9.38K Hold
750
– – ﹤0.01% 1685
2025
Q2 		$10.3K Buy
+750
New +$10.7K ﹤0.01% 2006

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Ameritas Advisory Services's CGBD Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Carlyle Secured Lending (CGBD) in Q4 2025, closing a stake of 750 shares — an estimated $9.38K sold.

Ameritas Advisory Services first reported a position in CGBD in Q2 2025 and held it in 2 quarters. The position peaked at $10.3K in Q2 2025. 152 funds tracked by Wall St. Rank hold CGBD as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Carlyle Secured Lending position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 750 Carlyle Secured Lending shares in Q4 2025, an estimated $9.38K.
  • Ameritas Advisory Services first reported a position in Carlyle Secured Lending in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's Carlyle Secured Lending position peaked at $10.3K in Q2 2025.
  • 152 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.