LNC
IBMG

Lincoln National Corp’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Lincoln National Corp’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-57,808
Closed -$1.47M – 538
2018
Q2 		$1.47M Sell
57,808
-4,296
-7% -$109K 0.05% 124
2018
Q1 		$1.58M Sell
62,104
-90,338
-59% -$2.29M 0.06% 112
2017
Q4 		$3.87M Buy
152,442
+42,324
+38% +$1.08M 0.12% 89
2017
Q3 		$2.81M Sell
110,118
-1,417
-1% -$36.1K 0.12% 68
2017
Q2 		$2.84M Sell
111,535
-9,583
-8% -$244K 0.13% 63
2017
Q1 		$3.08M Sell
121,118
-3,645
-3% -$92.9K 0.16% 57
2016
Q4 		$3.17M Buy
124,763
+7,503
+6% +$191K 0.17% 54
2016
Q3 		$3M Sell
117,260
-29,989
-20% -$769K 0.17% 53
2016
Q2 		$3.78M Buy
147,249
+39,506
+37% +$1.01M 0.22% 37
2016
Q1 		$2.76M Buy
107,743
+17,482
+19% +$447K 0.19% 44
2015
Q4 		$2.31M Buy
90,261
+36,419
+68% +$930K 0.18% 43
2015
Q3 		$1.38M Sell
53,842
-1,918
-3% -$49K 0.11% 64
2015
Q2 		$1.43M Buy
55,760
+25,798
+86% +$656K 0.11% 61
2015
Q1 		$763K Buy
29,962
+19,839
+196% +$508K 0.06% 91
2014
Q4 		$259K Buy
+10,123
New +$259K 0.02% 133

Other funds holding IBMG

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Lincoln National Corp's IBMG Position: Q3 2018 in Review

Lincoln National Corp sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 57,808 shares — an estimated $1.47M sold.

Lincoln National Corp first reported a position in IBMG in Q4 2014 and held it in 15 quarters. The position peaked at $3.87M in Q4 2017. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

  • Lincoln National Corp reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Lincoln National Corp sold 57,808 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $1.47M.
  • Lincoln National Corp first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2014 and held it in 15 quarters.
  • Lincoln National Corp's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $3.87M in Q4 2017.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Lincoln National Corp's 13F filing for Q3 2018, filed 6 Nov 2018.