Lincoln National Corp’s iShares US Treasury Bond ETF GOVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-47,142	Closed	-$1.07M	–	468
2024 Q1	$1.07M	Sell	47,142 -3,175	-6%	-$72.2K	0.02%	500
2023 Q4	$1.16M	Sell	50,317 -17,105	-25%	-$381K	0.02%	423
2023 Q3	$1.49M	Sell	67,422 -242	-0.4%	-$5.45K	0.03%	312
2023 Q2	$1.55M	Buy	67,664 +37,047	+121%	+$859K	0.03%	310
2023 Q1	$716K	Buy	30,617 +14,439	+89%	+$333K	0.02%	470
2022 Q4	$368K	Buy	16,178 +4,533	+39%	+$103K	0.01%	628
2022 Q3	$265K	Buy	11,645 +797	+7%	+$18.9K	0.01%	698
2022 Q2	$259K	Buy	10,848 +2,108	+24%	+$50.7K	0.01%	709
2022 Q1	$218K	Buy	+8,740	New	+$224K	﹤0.01%	832

Other funds holding GOVT

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 47,142 shares — an estimated $1.07M sold.

Lincoln National Corp first reported a position in GOVT in Q1 2022 and held it in 9 quarters. The position peaked at $1.55M in Q2 2023. 694 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

Lincoln National Corp reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 47,142 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $1.07M.
Lincoln National Corp first reported a position in iShares US Treasury Bond ETF in Q1 2022 and held it in 9 quarters.
Lincoln National Corp's iShares US Treasury Bond ETF position peaked at $1.55M in Q2 2023.
694 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

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