LNC
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Lincoln National Corp’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Lincoln National Corp’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-29,899
Closed -$663K – 534
2024
Q1 		$663K Buy
+29,899
New +$664K 0.01% 645

Other funds holding IBTH

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2024, closing a stake of 29,899 shares — an estimated $663K sold.

Lincoln National Corp first reported a position in IBTH in Q1 2024 and held it in 1 quarter. The position peaked at $663K in Q1 2024. 170 funds tracked by Wall St. Rank hold IBTH as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 29,899 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2024, an estimated $663K.
  • Lincoln National Corp first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $663K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2024.

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