Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LNC
Lincoln National Corp’s
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
Stock Holding History
Lincoln National Corp’s Portfolio
IBDS Stock Details
IBDS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-48,417
Closed
-$1.15M
–
515
2024
Q1
$1.15M
Sell
48,417
-4,598
-9%
-$109K
0.02%
475
2023
Q4
$1.27M
Buy
53,015
+7,823
+17%
+$183K
0.02%
394
2023
Q3
$1.05M
Buy
45,192
+3,917
+9%
+$91.4K
0.02%
397
2023
Q2
$969K
Buy
+41,275
New
+$977K
0.02%
424
2023
Q1
–
Hold
0
–
–
–
445
Other funds holding IBDS
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SRC
Shufro Rose & Co
New York
$1.47B AUM
19.38%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
CAI
Capital Advisors Inc
Tulsa, Oklahoma
$6.22B AUM
22.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
ACA
Aptus Capital Advisors
Fairhope, Alabama
$11.9B AUM
17.41%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
CIA
Capital Investment Advisors
Atlanta, Georgia
$6.84B AUM
17.28%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close