LNC
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Lincoln National Corp’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Lincoln National Corp’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-217,571
Closed -$9.92M – 593
2024
Q1 		$9.92M Buy
217,571
+88,671
+69% +$4.04M 0.15% 88
2023
Q4 		$5.94M Buy
128,900
+24,242
+23% +$1.07M 0.1% 114
2023
Q3 		$4.58M Buy
104,658
+8,677
+9% +$388K 0.09% 127
2023
Q2 		$4.36M Buy
95,981
+51,916
+118% +$2.38M 0.09% 136
2023
Q1 		$2.03M Buy
44,065
+32,915
+295% +$1.51M 0.04% 231
2022
Q4 		$501K Buy
11,150
+4,168
+60% +$186K 0.01% 539
2022
Q3 		$311K Buy
6,982
+503
+8% +$23.5K 0.01% 639
2022
Q2 		$303K Buy
+6,479
New +$308K 0.01% 648
2020
Q3 		– Sell
-5,366
Closed -$292K – 700
2020
Q2 		$292K Sell
5,366
-3,280
-38% -$176K 0.01% 501
2020
Q1 		$454K Sell
8,646
-863
-9% -$45.3K 0.02% 354
2019
Q4 		$496K Buy
9,509
+1,637
+21% +$85.4K 0.02% 396
2019
Q3 		$413K Buy
7,872
+2,487
+46% +$130K 0.02% 389
2019
Q2 		$278K Sell
5,385
-2,037
-27% -$103K 0.01% 437
2019
Q1 		$376K Sell
7,422
-850
-10% -$42.3K 0.02% 348
2018
Q4 		$407K Buy
+8,272
New +$403K 0.02% 296

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2024, closing a stake of 217,571 shares — an estimated $9.92M sold.

Lincoln National Corp first reported a position in IUSB in Q4 2018 and held it in 15 quarters. The position peaked at $9.92M in Q1 2024. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 217,571 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $9.92M.
  • Lincoln National Corp first reported a position in iShares Core Universal USD Bond ETF in Q4 2018 and held it in 15 quarters.
  • Lincoln National Corp's iShares Core Universal USD Bond ETF position peaked at $9.92M in Q1 2024.
  • 646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

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