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 Q3	$7.93M	Buy	227,786 +19,690	+9%	+$695K	﹤0.01%	2411
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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

LPL Financial's SDFI Position: Q3 2026 in Review

LPL Financial increased its AB Short Duration Income ETF (SDFI) stake by 9.5% in Q3 2026, buying an estimated $695K and bringing the position to 227,786 shares worth $7.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

LPL Financial first reported a position in SDFI in Q2 2024 and has held it in 10 quarters since. The position peaked at $9.12M in Q4 2025. 3 funds tracked by Wall St. Rank hold SDFI as of Q3 2026.

LPL Financial held 227,786 shares of AB Short Duration Income ETF worth $7.93M as of Q3 2026.
LPL Financial bought 19,690 AB Short Duration Income ETF shares in Q3 2026, an estimated $695K.
AB Short Duration Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2411 holding.
LPL Financial first reported a position in AB Short Duration Income ETF in Q2 2024 and has held it in 10 quarters since.
LPL Financial's AB Short Duration Income ETF position peaked at $9.12M in Q4 2025.
3 funds tracked by Wall St. Rank held AB Short Duration Income ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.