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 Q2	$1.48M	Sell	57,393 -3,548	-6%	-$91.6K	0.18%	74
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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MFG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Werba Rubin Papier Wealth Management reduced its Capital Group Short Duration Income ETF (CGSD) stake by 5.8% in Q2 2026, selling an estimated $91.6K and leaving 57,393 shares worth $1.48M. The position accounts for 0.18% of the portfolio, ranked #74.

Werba Rubin Papier Wealth Management first reported a position in CGSD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.57M in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Werba Rubin Papier Wealth Management held 57,393 shares of Capital Group Short Duration Income ETF worth $1.48M as of Q2 2026.
Werba Rubin Papier Wealth Management sold 3,548 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $91.6K.
Capital Group Short Duration Income ETF made up 0.18% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #74 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 4 quarters since.
Werba Rubin Papier Wealth Management's Capital Group Short Duration Income ETF position peaked at $1.57M in Q1 2026.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

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