LNC
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Lincoln National Corp’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Lincoln National Corp’s Portfolio IYLD Stock Details IYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-23,750
Closed -$471K – 895
2022
Q2 		$471K Buy
+23,750
New +$495K 0.01% 495

Other funds holding IYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Lincoln National Corp's IYLD Position: Q3 2022 in Review

Lincoln National Corp sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2022, closing a stake of 23,750 shares — an estimated $471K sold.

Lincoln National Corp first reported a position in IYLD in Q2 2022 and held it in 1 quarter. The position peaked at $471K in Q2 2022. 48 funds tracked by Wall St. Rank hold IYLD as of Q3 2022.

  • Lincoln National Corp reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2022 after selling out during the quarter.
  • Lincoln National Corp sold 23,750 iShares Morningstar Multi-Asset Income ETF shares in Q3 2022, an estimated $471K.
  • Lincoln National Corp first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2022 and held it in 1 quarter.
  • Lincoln National Corp's iShares Morningstar Multi-Asset Income ETF position peaked at $471K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2022.

Based on Lincoln National Corp's 13F filing for Q3 2022, filed 4 Nov 2022.