Lincoln National Corp’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-46,459	Closed	-$1.18M	–	528
2024 Q1	$1.18M	Buy	46,459 +31,224	+205%	+$794K	0.02%	472
2023 Q4	$389K	Sell	15,235 -1,280	-8%	-$32.1K	0.01%	765
2023 Q3	$410K	Buy	16,515 +2,741	+20%	+$68.7K	0.01%	667
2023 Q2	$347K	Buy	13,774 +598	+5%	+$15.1K	0.01%	742
2023 Q1	$336K	Buy	+13,176	New	+$334K	0.01%	728
2022 Q4	–	Sell	-11,091	Closed	-$273K	–	955
2022 Q3	$273K	Buy	+11,091	New	+$281K	0.01%	691

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2024, closing a stake of 46,459 shares — an estimated $1.18M sold.

Lincoln National Corp first reported a position in IBMO in Q3 2022 and held it in 6 quarters. The position peaked at $1.18M in Q1 2024. 155 funds tracked by Wall St. Rank hold IBMO as of Q2 2024.

Lincoln National Corp reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 46,459 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2024, an estimated $1.18M.
Lincoln National Corp first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2022 and held it in 6 quarters.
Lincoln National Corp's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.18M in Q1 2024.
155 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2024.

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