Lincoln National Corp’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,783	Closed	-$280K	–	902
2022 Q1	$280K	Buy	5,783 +2	+0%	+$99	0.01%	733
2021 Q4	$292K	Buy	5,781 +4	+0.1%	+$203	0.01%	718
2021 Q3	$295K	Buy	5,777 +7	+0.1%	+$359	0.01%	690
2021 Q2	$296K	Buy	5,770 +1,152	+25%	+$59.1K	0.01%	668
2021 Q1	$237K	Buy	4,618 +1	+0%	+$51	0.01%	700
2020 Q4	$238K	Buy	4,617 +4	+0.1%	+$206	0.01%	647
2020 Q3	$238K	Buy	4,613 +2	+0%	+$103	0.01%	571
2020 Q2	$237K	Buy	4,611 +4	+0.1%	+$204	0.01%	553
2020 Q1	$232K	Buy	+4,607	New	+$232K	0.01%	501
2018 Q1	–	Sell	-4,109	Closed	-$205K	–	557
2017 Q4	$205K	Sell	4,109 -79,538	-95%	-$3.98M	0.01%	592
2017 Q3	$4.21M	Buy	83,647 +4,412	+6%	+$222K	0.18%	46
2017 Q2	$3.98M	Buy	79,235 +2,246	+3%	+$113K	0.19%	43
2017 Q1	$3.86M	Buy	+76,989	New	+$3.85M	0.2%	42

Other funds holding ISTB

RJA

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Lincoln National Corp's ISTB Position: Q2 2022 in Review

Lincoln National Corp sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 5,783 shares — an estimated $280K sold.

Lincoln National Corp first reported a position in ISTB in Q1 2017 and held it in 13 quarters. The position peaked at $4.21M in Q3 2017. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

Lincoln National Corp reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
Lincoln National Corp sold 5,783 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $280K.
Lincoln National Corp first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2017 and held it in 13 quarters.
Lincoln National Corp's iShares Core 1-5 Year USD Bond ETF position peaked at $4.21M in Q3 2017.
384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Lincoln National Corp's 13F filing for Q2 2022, filed 2 Aug 2022.