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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 7,550,294 shares of CGSD (Capital GRP Fixed Incm ETF), worth $194.3M, as of its Q2 2026 13F filing. It increased the position by 668,447 shares (+9.7%) from Q1 2026. LPL Financial has held CGSD since Q2 2023, across 13 quarterly 13F filings.

Current Value

$194.3M

Current Shares

7.6M

Total Value Change

+$159.3M

Total Shares Change

+6.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7.6M
+9.7%
$194.3M0.0%$25.62
34
2026-Q1
Increased
6.9M
+10.4%
$177.5M0.0%$25.40
34
2025-Q4
Increased
6.2M
+22.5%
$162.2M0.0%$25.37
37
2025-Q3
Increased
5.1M
+28.7%
$132.3M0.0%$25.04
38
2025-Q2
Increased
4M
+40.1%
$102.6M0.0%$24.70
40
2025-Q1
Increased
2.8M
+30.8%
$72.9M0.0%$24.31
38
2024-Q4
Increased
2.2M
+59.8%
$55.3M0.0%$23.91
42
2024-Q3
Increased
1.4M
+50.4%
$35M0.0%$23.85
40

Other major holders of CGSD: MORGAN STANLEY

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