Lincoln National Corp’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-61,352	Closed	-$5.81M	–	551
2024 Q1	$5.81M	Buy	61,352 +10,092	+20%	+$956K	0.09%	134
2023 Q4	$4.94M	Buy	51,260 +1,253	+3%	+$116K	0.09%	139
2023 Q3	$4.58M	Sell	50,007 -1,401	-3%	-$132K	0.09%	126
2023 Q2	$4.97M	Sell	51,408 -8,068	-14%	-$793K	0.1%	115
2023 Q1	$5.9M	Sell	59,476 -10,682	-15%	-$1.04M	0.12%	103
2022 Q4	$6.72M	Buy	70,158 +19,680	+39%	+$1.89M	0.15%	87
2022 Q3	$4.84M	Sell	50,478 -21,361	-30%	-$2.17M	0.12%	103
2022 Q2	$7.35M	Buy	71,839 +22,451	+45%	+$2.3M	0.17%	75
2022 Q1	$5.31M	Sell	49,388 -3,845	-7%	-$427K	0.11%	104
2021 Q4	$6.12M	Buy	53,233 +1,433	+3%	+$165K	0.12%	94
2021 Q3	$5.97M	Buy	51,800 +1,358	+3%	+$159K	0.13%	86
2021 Q2	$5.83M	Buy	50,442 +5,176	+11%	+$592K	0.12%	90
2021 Q1	$5.11M	Sell	45,266 -592	-1%	-$69K	0.13%	90
2020 Q4	$5.5M	Sell	45,858 -1,126	-2%	-$135K	0.15%	78
2020 Q3	$5.72M	Buy	46,984 +1,719	+4%	+$210K	0.17%	72
2020 Q2	$5.52M	Buy	45,265 +1,796	+4%	+$218K	0.18%	69
2020 Q1	$5.28M	Buy	43,469 +826	+2%	+$95.1K	0.2%	66
2019 Q4	$4.7M	Buy	42,643 +1,796	+4%	+$200K	0.15%	79
2019 Q3	$4.59M	Buy	+40,847	New	+$4.56M	0.17%	67
2019 Q1	–	Sell	-2,605	Closed	-$272K	–	523
2018 Q4	$272K	Buy	+2,605	New	+$264K	0.01%	366

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 61,352 shares — an estimated $5.81M sold.

Lincoln National Corp first reported a position in IEF in Q4 2018 and held it in 20 quarters. The position peaked at $7.35M in Q2 2022. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

Lincoln National Corp reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 61,352 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $5.81M.
Lincoln National Corp first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 20 quarters.
Lincoln National Corp's iShares 7-10 Year Treasury Bond ETF position peaked at $7.35M in Q2 2022.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

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