Lincoln National Corp’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-43,015	Closed	-$1.03M	–	514
2024 Q1	$1.03M	Sell	43,015 -7,962	-16%	-$190K	0.02%	513
2023 Q4	$1.22M	Buy	50,977 +6,516	+15%	+$153K	0.02%	407
2023 Q3	$1.04M	Buy	44,461 +2,509	+6%	+$58.7K	0.02%	400
2023 Q2	$985K	Buy	+41,952	New	+$991K	0.02%	420
2023 Q1	–	Hold	0	–	–	–	437

Other funds holding IBDR

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2024, closing a stake of 43,015 shares — an estimated $1.03M sold.

Lincoln National Corp first reported a position in IBDR in Q2 2023 and held it in 4 quarters. The position peaked at $1.22M in Q4 2023. 326 funds tracked by Wall St. Rank hold IBDR as of Q2 2024.

Lincoln National Corp reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 43,015 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2024, an estimated $1.03M.
Lincoln National Corp first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2023 and held it in 4 quarters.
Lincoln National Corp's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.22M in Q4 2023.
326 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2024.

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