Lincoln National Corp’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,886	Closed	-$338K	–	403
2024 Q1	$338K	Sell	6,886 -219	-3%	-$10.7K	0.01%	904
2023 Q4	$350K	Buy	+7,105	New	+$343K	0.01%	813
2020 Q1	–	Sell	-4,520	Closed	-$230K	–	612
2019 Q4	$230K	Buy	4,520 +1	+0%	+$51	0.01%	566
2019 Q3	$230K	Buy	+4,519	New	+$230K	0.01%	511
2019 Q2	–	Sell	-14,146	Closed	-$709K	–	568
2019 Q1	$709K	Buy	14,146 +414	+3%	+$20.6K	0.03%	249
2018 Q4	$678K	Buy	13,732 +385	+3%	+$18.9K	0.03%	222
2018 Q3	$658K	Buy	13,347 +1,213	+10%	+$59.9K	0.02%	229
2018 Q2	$597K	Buy	+12,134	New	+$599K	0.02%	235

Other funds holding FLTB

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

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

Lincoln National Corp sold out of Fidelity Limited Term Bond ETF (FLTB) in Q2 2024, closing a stake of 6,886 shares — an estimated $338K sold.

Lincoln National Corp first reported a position in FLTB in Q2 2018 and held it in 8 quarters. The position peaked at $709K in Q1 2019. 59 funds tracked by Wall St. Rank hold FLTB as of Q2 2024.

Lincoln National Corp reported no remaining Fidelity Limited Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 6,886 Fidelity Limited Term Bond ETF shares in Q2 2024, an estimated $338K.
Lincoln National Corp first reported a position in Fidelity Limited Term Bond ETF in Q2 2018 and held it in 8 quarters.
Lincoln National Corp's Fidelity Limited Term Bond ETF position peaked at $709K in Q1 2019.
59 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2024.

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