Lincoln National Corp’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-111,120	Closed	-$2.76M	–	1142
2023 Q3	$2.76M	Sell	111,120 -1,657	-1%	-$41K	0.06%	193
2023 Q2	$2.8M	Buy	112,777 +19,590	+21%	+$485K	0.06%	190
2023 Q1	$2.31M	Buy	+93,187	New	+$2.31M	0.05%	202

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Lincoln National Corp's IBTD Position: Q4 2023 in Review

Lincoln National Corp sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 111,120 shares — an estimated $2.76M sold.

Lincoln National Corp first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $2.8M in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Lincoln National Corp reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Lincoln National Corp sold 111,120 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $2.76M.
Lincoln National Corp first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
Lincoln National Corp's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $2.8M in Q2 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Lincoln National Corp's 13F filing for Q4 2023, filed 6 Feb 2024.