LPL Financial’s AB Short Duration Income ETF SDFI Stock Holding History

LPL Financial’s Portfolio SDFI Stock Details SDFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.4M	Sell	208,096 -32,885	-14%	-$1.17M	﹤0.01%	2437
2026 Q1	$8.59M	Sell	240,981 -13,743	-5%	-$492K	﹤0.01%	2122
2025 Q4	$9.12M	Buy	254,724 +41,010	+19%	+$1.47M	﹤0.01%	2018
2025 Q3	$7.68M	Buy	213,714 +73,438	+52%	+$2.63M	﹤0.01%	2118
2025 Q2	$5.05M	Buy	140,276 +62,368	+80%	+$2.22M	﹤0.01%	2297
2025 Q1	$2.78M	Buy	77,908 +122	+0.2%	+$4.32K	﹤0.01%	2653
2024 Q4	$2.74M	Buy	77,786 +24,972	+47%	+$886K	﹤0.01%	2578
2024 Q3	$1.9M	Buy	52,814 +8,428	+19%	+$300K	﹤0.01%	2786
2024 Q2	$1.56M	Buy	+44,386	New	+$1.56M	﹤0.01%	2837

Other funds holding SDFI

BFG

Beto Financial Group Boise, Idaho $190M AUM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

LPL Financial's SDFI Position: Q2 2026 in Review

LPL Financial reduced its AB Short Duration Income ETF (SDFI) stake by 14% in Q2 2026, selling an estimated $1.17M and leaving 208,096 shares worth $7.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

LPL Financial first reported a position in SDFI in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.12M in Q4 2025. 6 funds tracked by Wall St. Rank hold SDFI as of Q2 2026.

LPL Financial held 208,096 shares of AB Short Duration Income ETF worth $7.4M as of Q2 2026.
LPL Financial sold 32,885 AB Short Duration Income ETF shares in Q2 2026, an estimated $1.17M.
AB Short Duration Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2437 holding.
LPL Financial first reported a position in AB Short Duration Income ETF in Q2 2024 and has held it in 9 quarters since.
LPL Financial's AB Short Duration Income ETF position peaked at $9.12M in Q4 2025.
6 funds tracked by Wall St. Rank held AB Short Duration Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.