LNC
IBMQ icon

Lincoln National Corp’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Lincoln National Corp’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-28,202
Closed -$713K – 530
2024
Q1 		$713K Buy
+28,202
New +$717K 0.01% 622

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2024, closing a stake of 28,202 shares — an estimated $713K sold.

Lincoln National Corp first reported a position in IBMQ in Q1 2024 and held it in 1 quarter. The position peaked at $713K in Q1 2024. 116 funds tracked by Wall St. Rank hold IBMQ as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 28,202 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2024, an estimated $713K.
  • Lincoln National Corp first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $713K in Q1 2024.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2024.

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