Lincoln National Corp’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,891	Closed	-$418K	–	304
2024 Q1	$418K	Buy	8,891 +3,692	+71%	+$174K	0.01%	819
2023 Q4	$248K	Buy	5,199 +690	+15%	+$31.6K	﹤0.01%	955
2023 Q3	$204K	Sell	4,509 -2	-0%	-$93	﹤0.01%	964
2023 Q2	$213K	Buy	4,511 +210	+5%	+$10K	﹤0.01%	947
2023 Q1	$207K	Hold	4,301	–	–	﹤0.01%	923
2022 Q4	$201K	Sell	4,301 -436	-9%	-$20.3K	﹤0.01%	872
2022 Q3	$220K	Buy	4,737 +3	+0.1%	+$146	0.01%	779
2022 Q2	$231K	Sell	4,734 -195	-4%	-$9.65K	0.01%	749
2022 Q1	$255K	Buy	4,929 +1	+0%	+$53	0.01%	772
2021 Q4	$272K	Buy	4,928 +634	+15%	+$34.9K	0.01%	749
2021 Q3	$237K	Buy	+4,294	New	+$239K	0.01%	773

Other funds holding EAGG

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2024, closing a stake of 8,891 shares — an estimated $418K sold.

Lincoln National Corp first reported a position in EAGG in Q3 2021 and held it in 11 quarters. The position peaked at $418K in Q1 2024. 365 funds tracked by Wall St. Rank hold EAGG as of Q2 2024.

Lincoln National Corp reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 8,891 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2024, an estimated $418K.
Lincoln National Corp first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2021 and held it in 11 quarters.
Lincoln National Corp's iShares ESG Aware US Aggregate Bond ETF position peaked at $418K in Q1 2024.
365 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2024.

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