Lincoln National Corp’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-43,037	Closed	-$1.08M	–	529
2024 Q1	$1.08M	Buy	43,037 +32,848	+322%	+$830K	0.02%	495
2023 Q4	$259K	Sell	10,189 -867	-8%	-$21.5K	﹤0.01%	937
2023 Q3	$271K	Buy	11,056 +1,918	+21%	+$47.7K	0.01%	837
2023 Q2	$229K	Buy	9,138 +32	+0.4%	+$805	﹤0.01%	907
2023 Q1	$232K	Buy	+9,106	New	+$230K	﹤0.01%	868
2022 Q4	–	Sell	-10,117	Closed	-$246K	–	956
2022 Q3	$246K	Buy	+10,117	New	+$255K	0.01%	729

Other funds holding IBMP

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 22.96% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KCM

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

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

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

Lincoln National Corp sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2024, closing a stake of 43,037 shares — an estimated $1.08M sold.

Lincoln National Corp first reported a position in IBMP in Q3 2022 and held it in 6 quarters. The position peaked at $1.08M in Q1 2024. 121 funds tracked by Wall St. Rank hold IBMP as of Q2 2024.

Lincoln National Corp reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 43,037 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2024, an estimated $1.08M.
Lincoln National Corp first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2022 and held it in 6 quarters.
Lincoln National Corp's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.08M in Q1 2024.
121 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2024.

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