LNC
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Lincoln National Corp’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Lincoln National Corp’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,525
Closed -$266K – 522
2024
Q1 		$266K Buy
+11,525
New +$264K ﹤0.01% 1021

Other funds holding IBHF

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2024, closing a stake of 11,525 shares — an estimated $266K sold.

Lincoln National Corp first reported a position in IBHF in Q1 2024 and held it in 1 quarter. The position peaked at $266K in Q1 2024. 84 funds tracked by Wall St. Rank hold IBHF as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 11,525 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2024, an estimated $266K.
  • Lincoln National Corp first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $266K in Q1 2024.
  • 84 funds tracked by Wall St. Rank held iShares iBonds 2026 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.