Lincoln National Corp’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15,164	Closed	-$354K	–	1189
2024 Q1	$354K	Sell	15,164 -2,568	-14%	-$59.7K	0.01%	881
2023 Q4	$412K	Sell	17,732 -225	-1%	-$5.2K	0.01%	741
2023 Q3	$417K	Sell	17,957 -263	-1%	-$6.08K	0.01%	658
2023 Q2	$421K	Buy	18,220 +3,114	+21%	+$71.5K	0.01%	664
2023 Q1	$349K	Buy	+15,106	New	+$348K	0.01%	718

Other funds holding IBHD

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Lincoln National Corp sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q2 2024, closing a stake of 15,164 shares — an estimated $354K sold.

Lincoln National Corp first reported a position in IBHD in Q1 2023 and held it in 5 quarters. The position peaked at $421K in Q2 2023. 124 funds tracked by Wall St. Rank hold IBHD as of Q2 2024.

Lincoln National Corp reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 15,164 iShares iBonds 2024 Term High Yield and Income ETF shares in Q2 2024, an estimated $354K.
Lincoln National Corp first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2023 and held it in 5 quarters.
Lincoln National Corp's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $421K in Q2 2023.
124 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q2 2024.

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