Lincoln National Corp’s iShares CMBS ETF CMBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12,366	Closed	-$582K	–	200
2024 Q1	$582K	Buy	12,366 +1,363	+12%	+$63.7K	0.01%	694
2023 Q4	$515K	Buy	+11,003	New	+$498K	0.01%	660

Other funds holding CMBS

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares CMBS ETF (CMBS) in Q2 2024, closing a stake of 12,366 shares — an estimated $582K sold.

Lincoln National Corp first reported a position in CMBS in Q4 2023 and held it in 2 quarters. The position peaked at $582K in Q1 2024. 82 funds tracked by Wall St. Rank hold CMBS as of Q2 2024.

Lincoln National Corp reported no remaining iShares CMBS ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 12,366 iShares CMBS ETF shares in Q2 2024, an estimated $582K.
Lincoln National Corp first reported a position in iShares CMBS ETF in Q4 2023 and held it in 2 quarters.
Lincoln National Corp's iShares CMBS ETF position peaked at $582K in Q1 2024.
82 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2024.

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