LNC
FALN icon

Lincoln National Corp’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Lincoln National Corp’s Portfolio FALN Stock Details FALN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,689
Closed -$207K – 353
2024
Q1 		$207K Buy
+7,689
New +$204K ﹤0.01% 1135
2021
Q4 		– Sell
-8,633
Closed -$260K – 901
2021
Q3 		$260K Buy
+8,633
New +$260K 0.01% 742

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Envestnet Asset Management
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LPL Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return