LNC
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Lincoln National Corp’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Lincoln National Corp’s Portfolio HYXF Stock Details HYXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,435
Closed -$979K – 508
2024
Q1 		$979K Buy
21,435
+2,803
+15% +$127K 0.02% 524
2023
Q4 		$847K Buy
+18,632
New +$814K 0.01% 503

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SWM
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FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2024, closing a stake of 21,435 shares — an estimated $979K sold.

Lincoln National Corp first reported a position in HYXF in Q4 2023 and held it in 2 quarters. The position peaked at $979K in Q1 2024. 56 funds tracked by Wall St. Rank hold HYXF as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 21,435 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2024, an estimated $979K.
  • Lincoln National Corp first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Lincoln National Corp's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $979K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2024.

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