Lincoln National Corp’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-30,855	Closed	-$773K	–	1190
2024 Q1	$773K	Sell	30,855 -13,380	-30%	-$334K	0.01%	596
2023 Q4	$1.1M	Buy	44,235 +4,972	+13%	+$123K	0.02%	437
2023 Q3	$971K	Sell	39,263 -600	-2%	-$14.8K	0.02%	415
2023 Q2	$981K	Buy	+39,863	New	+$980K	0.02%	421
2023 Q1	–	Hold	0	–	–	–	431

Other funds holding IBDP

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Lincoln National Corp sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2024, closing a stake of 30,855 shares — an estimated $773K sold.

Lincoln National Corp first reported a position in IBDP in Q2 2023 and held it in 4 quarters. The position peaked at $1.1M in Q4 2023. 354 funds tracked by Wall St. Rank hold IBDP as of Q2 2024.

Lincoln National Corp reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 30,855 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2024, an estimated $773K.
Lincoln National Corp first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2023 and held it in 4 quarters.
Lincoln National Corp's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.1M in Q4 2023.
354 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2024.

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