LNC
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Lincoln National Corp’s Vanguard Total Bond Market BND Stock Holding History

Lincoln National Corp’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-110,974
Closed -$8.06M – 141
2024
Q1 		$8.06M Buy
110,974
+25,674
+30% +$1.86M 0.13% 100
2023
Q4 		$6.27M Buy
85,300
+37,523
+79% +$2.65M 0.11% 110
2023
Q3 		$3.33M Sell
47,777
-6,094
-11% -$435K 0.07% 169
2023
Q2 		$3.92M Buy
53,871
+27,749
+106% +$2.03M 0.08% 156
2023
Q1 		$1.93M Buy
26,122
+2,403
+10% +$176K 0.04% 246
2022
Q4 		$1.7M Buy
23,719
+1,835
+8% +$131K 0.04% 249
2022
Q3 		$1.56M Sell
21,884
-1,868
-8% -$140K 0.04% 254
2022
Q2 		$1.79M Buy
23,752
+273
+1% +$20.8K 0.04% 226
2022
Q1 		$1.87M Sell
23,479
-704
-3% -$57.5K 0.04% 240
2021
Q4 		$2.05M Sell
24,183
-1,277
-5% -$109K 0.04% 217
2021
Q3 		$2.17M Buy
25,460
+666
+3% +$57.5K 0.05% 195
2021
Q2 		$2.13M Sell
24,794
-4,088,389
-99% -$349M 0.05% 197
2021
Q1 		$348M Buy
4,113,183
+314,513
+8% +$27.1M 8.6% 1
2020
Q4 		$335M Buy
3,798,670
+194,513
+5% +$17.1M 8.85% 1
2020
Q3 		$318M Buy
3,604,157
+197,641
+6% +$17.5M 9.44% 1
2020
Q2 		$301M Sell
3,406,516
-85,026
-2% -$7.43M 9.61% 1
2020
Q1 		$298M Buy
3,491,542
+7,147
+0.2% +$607K 11.18% 1
2019
Q4 		$292M Buy
3,484,395
+200,032
+6% +$16.8M 9.45% 1
2019
Q3 		$277M Buy
3,284,363
+41,624
+1% +$3.49M 10.24% 1
2019
Q2 		$269M Buy
3,242,739
+125,153
+4% +$10.2M 10.44% 1
2019
Q1 		$253M Buy
3,117,586
+93,001
+3% +$7.43M 10.49% 1
2018
Q4 		$240M Sell
3,024,585
-8,533
-0.3% -$667K 11% 1
2018
Q3 		$239M Buy
3,033,118
+114,462
+4% +$9.05M 8.1% 2
2018
Q2 		$231M Buy
2,918,656
+103,244
+4% +$8.16M 8.46% 2
2018
Q1 		$225M Buy
2,815,412
+187,444
+7% +$15M 8.29% 2
2017
Q4 		$214M Buy
2,627,968
+185,454
+8% +$15.1M 6.52% 2
2017
Q3 		$200M Buy
2,442,514
+106,766
+5% +$8.76M 8.41% 3
2017
Q2 		$191M Buy
2,335,748
+91,000
+4% +$7.43M 8.96% 3
2017
Q1 		$182M Buy
2,244,748
+79,609
+4% +$6.44M 9.37% 3
2016
Q4 		$175M Buy
2,165,139
+88,626
+4% +$7.26M 9.62% 3
2016
Q3 		$175M Buy
2,076,513
+88,080
+4% +$7.41M 9.85% 3
2016
Q2 		$168M Buy
1,988,433
+122,943
+7% +$10.2M 9.91% 3
2016
Q1 		$154M Buy
1,865,490
+59,042
+3% +$4.83M 10.87% 3
2015
Q4 		$146M Sell
1,806,448
-67,817
-4% -$5.52M 11.39% 3
2015
Q3 		$154M Buy
1,874,265
+52,583
+3% +$4.29M 11.81% 3
2015
Q2 		$148M Buy
1,821,682
+133,343
+8% +$11M 10.96% 3
2015
Q1 		$141M Buy
1,688,339
+127,404
+8% +$10.6M 11.39% 3
2014
Q4 		$129M Buy
1,560,935
+154,657
+11% +$12.8M 11.19% 3
2014
Q3 		$115M Buy
1,406,278
+88,873
+7% +$7.29M 11.01% 3
2014
Q2 		$108M Buy
1,317,405
+135,236
+11% +$11.1M 11.2% 3
2014
Q1 		$96M Buy
1,182,169
+158,707
+16% +$12.9M 13.23% 2
2013
Q4 		$81.9M Buy
+1,023,462
New +$82.6M 12.3% 2

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Lincoln National Corp's BND Position: Q2 2024 in Review

Lincoln National Corp sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 110,974 shares — an estimated $8.06M sold.

Lincoln National Corp first reported a position in BND in Q4 2013 and held it in 42 quarters. The position peaked at $348M in Q1 2021. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Lincoln National Corp reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 110,974 Vanguard Total Bond Market shares in Q2 2024, an estimated $8.06M.
  • Lincoln National Corp first reported a position in Vanguard Total Bond Market in Q4 2013 and held it in 42 quarters.
  • Lincoln National Corp's Vanguard Total Bond Market position peaked at $348M in Q1 2021.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.