LNC
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Lincoln National Corp’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Lincoln National Corp’s Portfolio EUSB Stock Details EUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20,804
Closed -$891K – 342
2024
Q1 		$891K Buy
20,804
+3,448
+20% +$147K 0.01% 553
2023
Q4 		$751K Sell
17,356
-3,502
-17% -$145K 0.01% 536
2023
Q3 		$852K Buy
20,858
+4,204
+25% +$176K 0.02% 449
2023
Q2 		$709K Buy
16,654
+11,560
+227% +$496K 0.01% 489
2023
Q1 		$220K Buy
+5,094
New +$219K ﹤0.01% 888

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2024, closing a stake of 20,804 shares — an estimated $891K sold.

Lincoln National Corp first reported a position in EUSB in Q1 2023 and held it in 5 quarters. The position peaked at $891K in Q1 2024. 140 funds tracked by Wall St. Rank hold EUSB as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 20,804 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2024, an estimated $891K.
  • Lincoln National Corp first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2023 and held it in 5 quarters.
  • Lincoln National Corp's iShares ESG Advanced Universal USD Bond ETF position peaked at $891K in Q1 2024.
  • 140 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2024.

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