Lincoln National Corp’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17,387	Closed	-$411K	–	1140
2023 Q3	$411K	Sell	17,387 -291	-2%	-$6.87K	0.01%	665
2023 Q2	$418K	Buy	17,678 +2,982	+20%	+$70.3K	0.01%	670
2023 Q1	$347K	Buy	+14,696	New	+$346K	0.01%	720

Other funds holding IBHC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Lincoln National Corp's IBHC Position: Q4 2023 in Review

Lincoln National Corp sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 17,387 shares — an estimated $411K sold.

Lincoln National Corp first reported a position in IBHC in Q1 2023 and held it in 3 quarters. The position peaked at $418K in Q2 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Lincoln National Corp reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Lincoln National Corp sold 17,387 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $411K.
Lincoln National Corp first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q1 2023 and held it in 3 quarters.
Lincoln National Corp's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $418K in Q2 2023.
1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on Lincoln National Corp's 13F filing for Q4 2023, filed 6 Feb 2024.