Werba Rubin Papier Wealth Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio CGSD Stock Details CGSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.57M	Buy	60,941 +5,626	+10%	+$146K	0.22%	60
2025 Q4	$1.44M	Buy	55,315 +1,929	+4%	+$50.2K	0.39%	46
2025 Q3	$1.39M	Buy	+53,386	New	+$1.39M	0.22%	58

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Werba Rubin Papier Wealth Management's CGSD Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 10% in Q1 2026, buying an estimated $146K and bringing the position to 60,941 shares worth $1.57M. The position accounts for 0.22% of the portfolio, ranked #60.

Werba Rubin Papier Wealth Management first reported a position in CGSD in Q3 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Werba Rubin Papier Wealth Management held 60,941 shares of Capital Group Short Duration Income ETF worth $1.57M as of Q1 2026.
Werba Rubin Papier Wealth Management bought 5,626 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $146K.
Capital Group Short Duration Income ETF made up 0.22% of Werba Rubin Papier Wealth Management's portfolio in Q1 2026, its #60 holding.
Werba Rubin Papier Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q3 2025 and has held it in 3 quarters since.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.