LNC
HYMB icon

Lincoln National Corp’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Lincoln National Corp’s Portfolio HYMB Stock Details HYMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-44,706
Closed -$1.15M – 507
2024
Q1 		$1.15M Buy
44,706
+1,126
+3% +$28.6K 0.02% 477
2023
Q4 		$1.1M Buy
43,580
+5,972
+16% +$144K 0.02% 436
2023
Q3 		$896K Sell
37,608
-2,451
-6% -$60.5K 0.02% 433
2023
Q2 		$1M Buy
40,059
+17,955
+81% +$447K 0.02% 412
2023
Q1 		$553K Buy
22,104
+11,836
+115% +$296K 0.01% 549
2022
Q4 		$251K Sell
10,268
-1,062
-9% -$25.9K 0.01% 784
2022
Q3 		$271K Buy
11,330
+6
+0.1% +$154 0.01% 693
2022
Q2 		$291K Buy
+11,324
New +$296K 0.01% 667
2022
Q1 		– Sell
-10,234
Closed -$307K – 929
2021
Q4 		$307K Buy
+10,234
New +$306K 0.01% 698
2021
Q3 		– Sell
-12,972
Closed -$395K – 881
2021
Q2 		$395K Buy
+12,972
New +$390K 0.01% 564
2020
Q2 		– Sell
-29,348
Closed -$803K – 658
2020
Q1 		$803K Sell
29,348
-2,208
-7% -$63.8K 0.03% 248
2019
Q4 		$931K Buy
31,556
+670
+2% +$19.8K 0.03% 276
2019
Q3 		$917K Buy
30,886
+294
+1% +$8.66K 0.03% 239
2019
Q2 		$894K Buy
30,592
+56
+0.2% +$1.62K 0.03% 220
2019
Q1 		$877K Buy
30,536
+204
+0.7% +$5.73K 0.04% 211
2018
Q4 		$851K Sell
30,332
-674
-2% -$18.7K 0.04% 201
2018
Q3 		$872K Buy
31,006
+284
+0.9% +$8.03K 0.03% 193
2018
Q2 		$868K Buy
30,722
+280
+0.9% +$7.84K 0.03% 185
2018
Q1 		$848K Sell
30,442
-30,062
-50% -$834K 0.03% 185
2017
Q4 		$1.68M Buy
60,504
+40,042
+196% +$1.12M 0.05% 174
2017
Q3 		$584K Buy
20,462
+13,164
+180% +$377K 0.02% 197
2017
Q2 		$207K Buy
+7,298
New +$208K 0.01% 330
2016
Q1 		– Sell
-7,838
Closed -$224K – 249
2015
Q4 		$224K Hold
7,838
– – 0.02% 177
2015
Q3 		$221K Buy
7,838
+584
+8% +$16.3K 0.02% 158
2015
Q2 		$201K Buy
+7,254
New +$206K 0.01% 170

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lincoln National Corp sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2024, closing a stake of 44,706 shares — an estimated $1.15M sold.

Lincoln National Corp first reported a position in HYMB in Q2 2015 and held it in 25 quarters. The position peaked at $1.68M in Q4 2017. 351 funds tracked by Wall St. Rank hold HYMB as of Q2 2024.

  • Lincoln National Corp reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 44,706 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2024, an estimated $1.15M.
  • Lincoln National Corp first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2015 and held it in 25 quarters.
  • Lincoln National Corp's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.68M in Q4 2017.
  • 351 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2024.

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