LNC
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Lincoln National Corp’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Lincoln National Corp’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-43,494
Closed -$993K – 520
2024
Q1 		$993K Buy
43,494
+24,697
+131% +$563K 0.02% 521
2023
Q4 		$434K Buy
18,797
+6,343
+51% +$141K 0.01% 729
2023
Q3 		$273K Buy
+12,454
New +$277K 0.01% 833

Other funds holding IBDU

Ameriprise
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2024, closing a stake of 43,494 shares — an estimated $993K sold.

Lincoln National Corp first reported a position in IBDU in Q3 2023 and held it in 3 quarters. The position peaked at $993K in Q1 2024. 204 funds tracked by Wall St. Rank hold IBDU as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 43,494 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2024, an estimated $993K.
  • Lincoln National Corp first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and held it in 3 quarters.
  • Lincoln National Corp's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $993K in Q1 2024.
  • 204 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2024.

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