LNC
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Lincoln National Corp’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Lincoln National Corp’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40,297
Closed -$862K – 517
2024
Q1 		$862K Buy
40,297
+28,551
+243% +$610K 0.01% 564
2023
Q4 		$254K Buy
+11,746
New +$243K ﹤0.01% 946

Other funds holding IBDV

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2024, closing a stake of 40,297 shares — an estimated $862K sold.

Lincoln National Corp first reported a position in IBDV in Q4 2023 and held it in 2 quarters. The position peaked at $862K in Q1 2024. 173 funds tracked by Wall St. Rank hold IBDV as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 40,297 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2024, an estimated $862K.
  • Lincoln National Corp first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and held it in 2 quarters.
  • Lincoln National Corp's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $862K in Q1 2024.
  • 173 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2024.

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