Lincoln National Corp’s iShares Agency Bond ETF AGZ Stock Holding History

Lincoln National Corp’s Portfolio AGZ Stock Details AGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,443	Closed	-$285K	–	648
2019 Q3	$285K	Sell	2,443 -42	-2%	-$4.87K	0.01%	457
2019 Q2	$286K	Buy	+2,485	New	+$283K	0.01%	430
2019 Q1	–	Sell	-3,087	Closed	-$346K	–	515
2018 Q4	$346K	Buy	+3,087	New	+$342K	0.02%	317

Other funds holding AGZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lincoln National Corp's AGZ Position: Q4 2019 in Review

Lincoln National Corp sold out of iShares Agency Bond ETF (AGZ) in Q4 2019, closing a stake of 2,443 shares — an estimated $285K sold.

Lincoln National Corp first reported a position in AGZ in Q4 2018 and held it in 3 quarters. The position peaked at $346K in Q4 2018. 126 funds tracked by Wall St. Rank hold AGZ as of Q4 2019.

Lincoln National Corp reported no remaining iShares Agency Bond ETF position as of Q4 2019 after selling out during the quarter.
Lincoln National Corp sold 2,443 iShares Agency Bond ETF shares in Q4 2019, an estimated $285K.
Lincoln National Corp first reported a position in iShares Agency Bond ETF in Q4 2018 and held it in 3 quarters.
Lincoln National Corp's iShares Agency Bond ETF position peaked at $346K in Q4 2018.
126 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2019.

Based on Lincoln National Corp's 13F filing for Q4 2019, filed 7 Feb 2020.