LNC
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Lincoln National Corp’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Lincoln National Corp’s Portfolio BOND Stock Details BOND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,644
Closed -$427K – 144
2024
Q1 		$427K Sell
4,644
-301
-6% -$27.5K 0.01% 810
2023
Q4 		$457K Sell
4,945
-660
-12% -$58.5K 0.01% 714
2023
Q3 		$493K Buy
5,605
+455
+9% +$41K 0.01% 608
2023
Q2 		$472K Buy
5,150
+41
+0.8% +$3.78K 0.01% 626
2023
Q1 		$474K Buy
5,109
+880
+21% +$81.3K 0.01% 605
2022
Q4 		$383K Buy
+4,229
New +$380K 0.01% 613
2021
Q2 		– Sell
-2,382
Closed -$260K – 857
2021
Q1 		$260K Sell
2,382
-192
-7% -$21.4K 0.01% 671
2020
Q4 		$291K Buy
2,574
+50
+2% +$5.61K 0.01% 583
2020
Q3 		$284K Buy
2,524
+660
+35% +$74.2K 0.01% 525
2020
Q2 		$208K Buy
+1,864
New +$204K 0.01% 597
2019
Q1 		– Sell
-2,022
Closed -$208K – 518
2018
Q4 		$208K Buy
2,022
+7
+0.3% +$711 0.01% 436
2018
Q3 		$206K Buy
2,015
+7
+0.3% +$720 0.01% 446
2018
Q2 		$207K Sell
2,008
-92
-4% -$9.46K 0.01% 450
2018
Q1 		$219K Sell
2,100
-410
-16% -$42.8K 0.01% 430
2017
Q4 		$266K Buy
+2,510
New +$267K 0.01% 536

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lincoln National Corp sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2024, closing a stake of 4,644 shares — an estimated $427K sold.

Lincoln National Corp first reported a position in BOND in Q4 2017 and held it in 15 quarters. The position peaked at $493K in Q3 2023. 393 funds tracked by Wall St. Rank hold BOND as of Q2 2024.

  • Lincoln National Corp reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 4,644 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2024, an estimated $427K.
  • Lincoln National Corp first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and held it in 15 quarters.
  • Lincoln National Corp's PIMCO Active Bond Exchange-Traded Fund position peaked at $493K in Q3 2023.
  • 393 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2024.

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