Lincoln National Corp’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-41,839	Closed	-$1.11M	–	526
2024 Q1	$1.11M	Buy	41,839 +19,321	+86%	+$511K	0.02%	488
2023 Q4	$598K	Sell	22,518 -1,029	-4%	-$27.1K	0.01%	615
2023 Q3	$614K	Buy	23,547 +2,659	+13%	+$69.8K	0.01%	539
2023 Q2	$550K	Buy	20,888 +575	+3%	+$15.2K	0.01%	568
2023 Q1	$541K	Buy	20,313 +8,491	+72%	+$225K	0.01%	558
2022 Q4	$312K	Buy	11,822 +225	+2%	+$5.89K	0.01%	693
2022 Q3	$301K	Buy	11,597 +4,044	+54%	+$107K	0.01%	656
2022 Q2	$201K	Buy	+7,553	New	+$200K	﹤0.01%	812

Other funds holding IBMN

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

KCM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Lincoln National Corp sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2024, closing a stake of 41,839 shares — an estimated $1.11M sold.

Lincoln National Corp first reported a position in IBMN in Q2 2022 and held it in 8 quarters. The position peaked at $1.11M in Q1 2024. 154 funds tracked by Wall St. Rank hold IBMN as of Q2 2024.

Lincoln National Corp reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 41,839 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2024, an estimated $1.11M.
Lincoln National Corp first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2022 and held it in 8 quarters.
Lincoln National Corp's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.11M in Q1 2024.
154 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2024.

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