Lincoln National Corp’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Lincoln National Corp’s Portfolio IBMM Stock Details IBMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-35,308	Closed	-$916K	–	1203
2024 Q1	$916K	Buy	35,308 +19,798	+128%	+$514K	0.01%	543
2023 Q4	$402K	Sell	15,510 -4,778	-24%	-$123K	0.01%	748
2023 Q3	$521K	Buy	20,288 +56	+0.3%	+$1.44K	0.01%	589
2023 Q2	$521K	Buy	20,232 +47	+0.2%	+$1.21K	0.01%	583
2023 Q1	$522K	Buy	20,185 +7,292	+57%	+$188K	0.01%	569
2022 Q4	$332K	Sell	12,893 -178	-1%	-$4.57K	0.01%	671
2022 Q3	$333K	Buy	13,071 +4,924	+60%	+$128K	0.01%	614
2022 Q2	$212K	Buy	+8,147	New	+$211K	0.01%	790
2020 Q1	–	Sell	-8,687	Closed	-$230K	–	692
2019 Q4	$230K	Buy	+8,687	New	+$229K	0.01%	568
2019 Q1	–	Sell	-13,097	Closed	-$333K	–	548
2018 Q4	$333K	Buy	+13,097	New	+$328K	0.02%	329

Other funds holding IBMM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2024, closing a stake of 35,308 shares — an estimated $916K sold.

Lincoln National Corp first reported a position in IBMM in Q4 2018 and held it in 10 quarters. The position peaked at $916K in Q1 2024. 164 funds tracked by Wall St. Rank hold IBMM as of Q2 2024.

Lincoln National Corp reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 35,308 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2024, an estimated $916K.
Lincoln National Corp first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2018 and held it in 10 quarters.
Lincoln National Corp's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $916K in Q1 2024.
164 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.