Werba Rubin Papier Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Werba Rubin Papier 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
2026 Q2	$8.26M	Buy	315,605 +30,671	+11%	+$805K	1%	18
2026 Q1	$7.48M	Sell	284,934 -13,495	-5%	-$358K	1.04%	18
2025 Q4	$7.91M	Buy	298,429 +4,618	+2%	+$123K	2.14%	10
2025 Q3	$7.81M	Buy	293,811 +284,568	+3,079%	+$7.51M	1.26%	15
2025 Q2	$243K	Buy	+9,243	New	+$241K	0.05%	184

Other funds holding CGCB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Werba Rubin Papier Wealth Management's CGCB Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Capital Group Core Bond ETF (CGCB) stake by 11% in Q2 2026, buying an estimated $805K and bringing the position to 315,605 shares worth $8.26M. The position accounts for 1% of the portfolio, ranked #18.

Werba Rubin Papier Wealth Management first reported a position in CGCB in Q2 2025 and has held it in 5 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Werba Rubin Papier Wealth Management held 315,605 shares of Capital Group Core Bond ETF worth $8.26M as of Q2 2026.
Werba Rubin Papier Wealth Management bought 30,671 Capital Group Core Bond ETF shares in Q2 2026, an estimated $805K.
Capital Group Core Bond ETF made up 1% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #18 holding.
Werba Rubin Papier Wealth Management first reported a position in Capital Group Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.