LNC
BYLD icon

Lincoln National Corp’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Lincoln National Corp’s Portfolio BYLD Stock Details BYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,950
Closed -$380K – 1209
2023
Q4 		$380K Sell
16,950
-405
-2% -$8.76K 0.01% 779
2023
Q3 		$371K Sell
17,355
-1,609
-8% -$35K 0.01% 704
2023
Q2 		$416K Sell
18,964
-100
-0.5% -$2.19K 0.01% 672
2023
Q1 		$420K Sell
19,064
-486
-2% -$10.7K 0.01% 650
2022
Q4 		$424K Buy
19,550
+1,167
+6% +$25.2K 0.01% 585
2022
Q3 		$392K Buy
18,383
+70
+0.4% +$1.55K 0.01% 565
2022
Q2 		$404K Buy
18,313
+1,782
+11% +$40.2K 0.01% 534
2022
Q1 		$389K Sell
16,531
-2,177
-12% -$52.4K 0.01% 629
2021
Q4 		$467K Buy
18,708
+1,350
+8% +$33.7K 0.01% 543
2021
Q3 		$435K Buy
17,358
+1,509
+10% +$38.2K 0.01% 543
2021
Q2 		$400K Buy
15,849
+332
+2% +$8.34K 0.01% 560
2021
Q1 		$387K Buy
15,517
+4,772
+44% +$121K 0.01% 524
2020
Q4 		$278K Buy
10,745
+1,834
+21% +$47.3K 0.01% 604
2020
Q3 		$229K Buy
+8,911
New +$230K 0.01% 585

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lincoln National Corp's BYLD Position: Q1 2024 in Review

Lincoln National Corp sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2024, closing a stake of 16,950 shares — an estimated $380K sold.

Lincoln National Corp first reported a position in BYLD in Q3 2020 and held it in 14 quarters. The position peaked at $467K in Q4 2021. 54 funds tracked by Wall St. Rank hold BYLD as of Q1 2024.

  • Lincoln National Corp reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Lincoln National Corp sold 16,950 iShares Yield Optimized Bond ETF shares in Q1 2024, an estimated $380K.
  • Lincoln National Corp first reported a position in iShares Yield Optimized Bond ETF in Q3 2020 and held it in 14 quarters.
  • Lincoln National Corp's iShares Yield Optimized Bond ETF position peaked at $467K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2024.

Based on Lincoln National Corp's 13F filing for Q1 2024, filed 2 May 2024.