Lincoln National Corp’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,606	Closed	-$881K	–	553
2024 Q1	$881K	Buy	+7,606	New	+$883K	0.01%	557
2023 Q1	–	Sell	-26,832	Closed	-$3.08M	–	1018
2022 Q4	$3.08M	Buy	+26,832	New	+$3.08M	0.07%	169
2022 Q1	–	Sell	-13,089	Closed	-$1.68M	–	931
2021 Q4	$1.68M	Buy	13,089 +9,786	+296%	+$1.26M	0.03%	249
2021 Q3	$430K	Sell	3,303 -43,299	-93%	-$5.68M	0.01%	548
2021 Q2	$6.08M	Sell	46,602 -337	-0.7%	-$44K	0.13%	84
2021 Q1	$6.1M	Buy	46,939 +9,809	+26%	+$1.29M	0.15%	76
2020 Q4	$4.94M	Buy	37,130 +1,324	+4%	+$176K	0.13%	82
2020 Q3	$4.78M	Buy	35,806 +14,965	+72%	+$2M	0.14%	83
2020 Q2	$2.79M	Buy	+20,841	New	+$2.78M	0.09%	120

Other funds holding IEI

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2024, closing a stake of 7,606 shares — an estimated $881K sold.

Lincoln National Corp first reported a position in IEI in Q2 2020 and held it in 9 quarters. The position peaked at $6.1M in Q1 2021. 668 funds tracked by Wall St. Rank hold IEI as of Q2 2024.

Lincoln National Corp reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 7,606 iShares 3-7 Year Treasury Bond ETF shares in Q2 2024, an estimated $881K.
Lincoln National Corp first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and held it in 9 quarters.
Lincoln National Corp's iShares 3-7 Year Treasury Bond ETF position peaked at $6.1M in Q1 2021.
668 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2024.

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