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Position history for LPL Financial LLCLPL Financial LLC's holdings in CAPITAL GRP FIXED INCM ETF T

Yes. LPL Financial holds 11,590,616 shares of CGMU (Capital Group Fixed Income ETF), worth $318.4M, as of its Q2 2026 13F filing. It increased the position by 1,433,775 shares (+14.1%) from Q1 2026. LPL Financial has held CGMU since Q2 2023, across 13 quarterly 13F filings. CGMU is 0.1% of LPL Financial's reported 13F portfolio.

Current Value

$318.4M

Current Shares

11.6M

Total Value Change

+$267.5M

Total Shares Change

+9.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11.6M
+14.1%
$318.4M0.1%$27.38
35
2026-Q1
Increased
10.2M
+50.3%
$275.8M0.1%$26.85
43
2025-Q4
Increased
6.8M
+28.0%
$185M0.1%$26.85
38
2025-Q3
Increased
5.3M
+43.7%
$144M0.0%$26.53
41
2025-Q2
Increased
3.7M
+23.1%
$98M0.0%$25.73
36
2025-Q1
Increased
3M
+21.0%
$80.1M0.0%$25.64
36
2024-Q4
Increased
2.5M
+33.1%
$66.4M0.0%$25.52
38
2024-Q3
Increased
1.9M
+55.3%
$50.9M0.0%$25.80
41

Other major holders of CGMU: Capital International Investors

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