Lincoln National Corp’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-56,870	Closed	-$1.32M	–	532
2024 Q1	$1.32M	Sell	56,870 -46,783	-45%	-$1.09M	0.02%	437
2023 Q4	$2.41M	Sell	103,653 -12,794	-11%	-$296K	0.04%	252
2023 Q3	$2.69M	Sell	116,447 -2,458	-2%	-$56.7K	0.05%	199
2023 Q2	$2.75M	Buy	118,905 +20,808	+21%	+$487K	0.05%	194
2023 Q1	$2.31M	Buy	+98,097	New	+$2.29M	0.05%	203

Other funds holding IBTF

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2024, closing a stake of 56,870 shares — an estimated $1.32M sold.

Lincoln National Corp first reported a position in IBTF in Q1 2023 and held it in 5 quarters. The position peaked at $2.75M in Q2 2023. 247 funds tracked by Wall St. Rank hold IBTF as of Q2 2024.

Lincoln National Corp reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 56,870 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2024, an estimated $1.32M.
Lincoln National Corp first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 5 quarters.
Lincoln National Corp's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.75M in Q2 2023.
247 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2024.

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