Lincoln National Corp’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-174,446
Closed -$4.52M 991
2022
Q3
$4.52M Buy
174,446
+9,033
+5% +$234K 0.11% 108
2022
Q2
$4.29M Buy
165,413
+6,211
+4% +$161K 0.1% 112
2022
Q1
$4.13M Buy
159,202
+18,084
+13% +$470K 0.09% 130
2021
Q4
$3.68M Buy
141,118
+6,835
+5% +$178K 0.07% 139
2021
Q3
$3.52M Sell
134,283
-9,288
-6% -$243K 0.08% 137
2021
Q2
$3.77M Buy
143,571
+10,802
+8% +$284K 0.08% 130
2021
Q1
$3.5M Buy
132,769
+3,635
+3% +$95.8K 0.09% 126
2020
Q4
$3.4M Sell
129,134
-2,866
-2% -$75.7K 0.09% 122
2020
Q3
$3.5M Buy
132,000
+8,019
+6% +$212K 0.1% 105
2020
Q2
$3.28M Sell
123,981
-25,861
-17% -$679K 0.1% 104
2020
Q1
$3.9M Sell
149,842
-87,703
-37% -$2.29M 0.15% 80
2019
Q4
$6.22M Buy
237,545
+2,076
+0.9% +$54.3K 0.2% 63
2019
Q3
$6.16M Buy
235,469
+122
+0.1% +$3.2K 0.23% 55
2019
Q2
$6.15M Buy
235,347
+21,084
+10% +$547K 0.24% 53
2019
Q1
$5.56M Buy
214,263
+9,808
+5% +$253K 0.23% 52
2018
Q4
$5.24M Buy
204,455
+4,557
+2% +$116K 0.24% 51
2018
Q3
$5.08M Buy
199,898
+26,523
+15% +$677K 0.17% 55
2018
Q2
$4.42M Buy
173,375
+2,149
+1% +$54.6K 0.16% 55
2018
Q1
$4.37M Sell
171,226
-147,420
-46% -$3.77M 0.16% 53
2017
Q4
$8.18M Buy
318,646
+170,757
+115% +$4.42M 0.25% 49
2017
Q3
$3.85M Buy
147,889
+32,719
+28% +$858K 0.16% 54
2017
Q2
$3M Buy
115,170
+21,713
+23% +$565K 0.14% 60
2017
Q1
$2.41M Buy
93,457
+51,809
+124% +$1.33M 0.12% 65
2016
Q4
$1.05M Buy
41,648
+11,437
+38% +$294K 0.06% 117
2016
Q3
$796K Buy
30,211
+9,947
+49% +$263K 0.04% 133
2016
Q2
$536K Buy
20,264
+4,062
+25% +$107K 0.03% 158
2016
Q1
$422K Buy
+16,202
New +$422K 0.03% 160

Other funds holding IBMK

Lincoln National Corp's IBMK Position: Q4 2022 in Review

Lincoln National Corp sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 174,446 shares — an estimated $4.52M sold.

Lincoln National Corp first reported a position in IBMK in Q1 2016 and held it in 27 quarters. The position peaked at $8.18M in Q4 2017. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Lincoln National Corp reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Lincoln National Corp sold 174,446 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $4.52M.
  • Lincoln National Corp first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2016 and held it in 27 quarters.
  • Lincoln National Corp's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $8.18M in Q4 2017.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Lincoln National Corp's 13F filing for Q4 2022, filed 8 Feb 2023.