LNC
IBHE

Lincoln National Corp’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Lincoln National Corp’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,505
Closed -$316K – 524
2024
Q1 		$316K Sell
13,505
-2,668
-16% -$62K ﹤0.01% 940
2023
Q4 		$374K Sell
16,173
-256
-2% -$5.86K 0.01% 785
2023
Q3 		$377K Sell
16,429
-288
-2% -$6.6K 0.01% 697
2023
Q2 		$384K Buy
16,717
+3,109
+23% +$70.8K 0.01% 698
2023
Q1 		$312K Buy
+13,608
New +$310K 0.01% 755

Other funds holding IBHE

AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q2 2024, closing a stake of 13,505 shares — an estimated $316K sold.

Lincoln National Corp first reported a position in IBHE in Q1 2023 and held it in 5 quarters. The position peaked at $384K in Q2 2023. 113 funds tracked by Wall St. Rank hold IBHE as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 13,505 iShares iBonds 2025 Term High Yield and Income ETF shares in Q2 2024, an estimated $316K.
  • Lincoln National Corp first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2023 and held it in 5 quarters.
  • Lincoln National Corp's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $384K in Q2 2023.
  • 113 funds tracked by Wall St. Rank held iShares iBonds 2025 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.