Lincoln National Corp’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-34,152	Closed	-$847K	–	513
2024 Q1	$847K	Sell	34,152 -13,355	-28%	-$331K	0.01%	569
2023 Q4	$1.18M	Buy	47,507 +5,813	+14%	+$142K	0.02%	418
2023 Q3	$1.02M	Sell	41,694 -597	-1%	-$14.6K	0.02%	406
2023 Q2	$1.03M	Buy	+42,291	New	+$1.04M	0.02%	401
2023 Q1	–	Hold	0	–	–	–	412

Other funds holding IBDQ

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

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

HPC

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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

Lincoln National Corp sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2024, closing a stake of 34,152 shares — an estimated $847K sold.

Lincoln National Corp first reported a position in IBDQ in Q2 2023 and held it in 4 quarters. The position peaked at $1.18M in Q4 2023. 356 funds tracked by Wall St. Rank hold IBDQ as of Q2 2024.

Lincoln National Corp reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 34,152 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2024, an estimated $847K.
Lincoln National Corp first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2023 and held it in 4 quarters.
Lincoln National Corp's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.18M in Q4 2023.
356 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2024.

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