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 $1.55T AUM 33.47% 1-Year Est. Return

SRC

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

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

CAI

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Lincoln National Corp sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2024, closing a stake of 48,417 shares — an estimated $1.15M sold.

Lincoln National Corp first reported a position in IBDS in Q2 2023 and held it in 4 quarters. The position peaked at $1.27M in Q4 2023. 307 funds tracked by Wall St. Rank hold IBDS as of Q2 2024.

Lincoln National Corp reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 48,417 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2024, an estimated $1.15M.
Lincoln National Corp first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and held it in 4 quarters.
Lincoln National Corp's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.27M in Q4 2023.
307 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2024.

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