LNC
IBMH

Lincoln National Corp’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Lincoln National Corp’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-87,552
Closed -$2.23M – 623
2019
Q2 		$2.23M Sell
87,552
-1,251
-1% -$31.8K 0.09% 111
2019
Q1 		$2.26M Buy
88,803
+3,478
+4% +$88.4K 0.09% 102
2018
Q4 		$2.17M Sell
85,325
-34,012
-29% -$862K 0.1% 92
2018
Q3 		$3.02M Buy
119,337
+10,483
+10% +$266K 0.1% 76
2018
Q2 		$2.76M Sell
108,854
-10,363
-9% -$262K 0.1% 72
2018
Q1 		$3.02M Sell
119,217
-152,727
-56% -$3.87M 0.11% 70
2017
Q4 		$6.89M Buy
271,944
+106,077
+64% +$2.7M 0.21% 60
2017
Q3 		$4.24M Buy
165,867
+13,451
+9% +$344K 0.18% 45
2017
Q2 		$3.89M Buy
152,416
+5,884
+4% +$150K 0.18% 45
2017
Q1 		$3.74M Buy
146,532
+10,706
+8% +$273K 0.19% 45
2016
Q4 		$3.44M Buy
135,826
+6,220
+5% +$158K 0.19% 46
2016
Q3 		$3.32M Sell
129,606
-25,271
-16% -$651K 0.19% 46
2016
Q2 		$3.98M Buy
154,877
+43,255
+39% +$1.11M 0.24% 36
2016
Q1 		$2.87M Buy
111,622
+41,775
+60% +$1.07M 0.2% 41
2015
Q4 		$1.8M Buy
69,847
+21,468
+44% +$548K 0.14% 55
2015
Q3 		$1.24M Sell
48,379
-1,963
-4% -$50K 0.1% 73
2015
Q2 		$1.28M Buy
50,342
+25,939
+106% +$657K 0.1% 66
2015
Q1 		$623K Buy
24,403
+15,580
+177% +$398K 0.05% 98
2014
Q4 		$224K Buy
+8,823
New +$225K 0.02% 143

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Lincoln National Corp's IBMH Position: Q3 2019 in Review

Lincoln National Corp sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 87,552 shares — an estimated $2.23M sold.

Lincoln National Corp first reported a position in IBMH in Q4 2014 and held it in 19 quarters. The position peaked at $6.89M in Q4 2017. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Lincoln National Corp reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Lincoln National Corp sold 87,552 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $2.23M.
  • Lincoln National Corp first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2014 and held it in 19 quarters.
  • Lincoln National Corp's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $6.89M in Q4 2017.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Lincoln National Corp's 13F filing for Q3 2019, filed 6 Nov 2019.