LNC
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Lincoln National Corp’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Lincoln National Corp’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,065
Closed -$212K – 525
2024
Q1 		$212K Buy
+9,065
New +$211K ﹤0.01% 1126

Other funds holding IBHH

NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2024, closing a stake of 9,065 shares — an estimated $212K sold.

Lincoln National Corp first reported a position in IBHH in Q1 2024 and held it in 1 quarter. The position peaked at $212K in Q1 2024. 36 funds tracked by Wall St. Rank hold IBHH as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 9,065 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2024, an estimated $212K.
  • Lincoln National Corp first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $212K in Q1 2024.
  • 36 funds tracked by Wall St. Rank held iShares iBonds 2028 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.