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Silverlake Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Silverlake Wealth Management’s Portfolio CGCB Stock Details CGCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,909
Closed -$208K – 348
2025
Q2 		$208K Buy
+7,909
New +$206K 0.06% 298

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Silverlake Wealth Management's CGCB Position: Q3 2025 in Review

Silverlake Wealth Management sold out of Capital Group Core Bond ETF (CGCB) in Q3 2025, closing a stake of 7,909 shares — an estimated $208K sold.

Silverlake Wealth Management first reported a position in CGCB in Q2 2025 and held it in 1 quarter. The position peaked at $208K in Q2 2025. 199 funds tracked by Wall St. Rank hold CGCB as of Q3 2025.

  • Silverlake Wealth Management reported no remaining Capital Group Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Silverlake Wealth Management sold 7,909 Capital Group Core Bond ETF shares in Q3 2025, an estimated $208K.
  • Silverlake Wealth Management first reported a position in Capital Group Core Bond ETF in Q2 2025 and held it in 1 quarter.
  • Silverlake Wealth Management's Capital Group Core Bond ETF position peaked at $208K in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2025.

Based on Silverlake Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.