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Shp Etf Trust shares owned by LPL Financial

Quarter-by-quarter ownership of Shp Etf Trust (BNDI) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Shp Etf Trust

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All positions including Shp Etf Trust held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 79k 47.61
2025-06-30 $2.1M 44k 47.33
2025-03-31 $845k 18k 47.10

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Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding Shp Etf Trust

Retirement Planning Group
Carter Financial Group
LPL Financial
Camarda Wealth Advisory
HighTower Advisors
Hartland & Co
LLBH Private Wealth Management
Atomi Financial Group
One + One Wealth Management
Berger Financial Group
Cambridge Investment Research Advisors
Private Trust Co Na
Global Retirement Partners
Capital Analysts
CWM

View all funds holding Shp Etf Trust