LNC
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Lincoln National Corp’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Lincoln National Corp’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,289
Closed -$469K – 539
2024
Q1 		$469K Buy
+19,289
New +$470K 0.01% 775

Other funds holding IBTO

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q2 2024, closing a stake of 19,289 shares — an estimated $469K sold.

Lincoln National Corp first reported a position in IBTO in Q1 2024 and held it in 1 quarter. The position peaked at $469K in Q1 2024. 43 funds tracked by Wall St. Rank hold IBTO as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 19,289 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2024, an estimated $469K.
  • Lincoln National Corp first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $469K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2024.

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