LNC
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Lincoln National Corp’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Lincoln National Corp’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24,646
Closed -$497K – 538
2024
Q1 		$497K Buy
+24,646
New +$498K 0.01% 753

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2024, closing a stake of 24,646 shares — an estimated $497K sold.

Lincoln National Corp first reported a position in IBTL in Q1 2024 and held it in 1 quarter. The position peaked at $497K in Q1 2024. 57 funds tracked by Wall St. Rank hold IBTL as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 24,646 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2024, an estimated $497K.
  • Lincoln National Corp first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $497K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2024.

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