Lincoln National Corp’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-20,334	Closed	-$1.07M	–	756
2024 Q1	$1.07M	Buy	20,334 +1,710	+9%	+$89.8K	0.02%	503
2023 Q4	$983K	Buy	18,624 +14,139	+315%	+$720K	0.02%	466
2023 Q3	$225K	Sell	4,485 -212	-5%	-$10.9K	﹤0.01%	917
2023 Q2	$244K	Sell	4,697 -922	-16%	-$47.9K	﹤0.01%	876
2023 Q1	$294K	Sell	5,619 -338	-6%	-$17.6K	0.01%	779
2022 Q4	$306K	Buy	5,957 +1,149	+24%	+$58.3K	0.01%	704
2022 Q3	$241K	Sell	4,808 -1,950	-29%	-$101K	0.01%	742
2022 Q2	$348K	Buy	6,758 +12	+0.2%	+$621	0.01%	591
2022 Q1	$358K	Buy	6,746 +11	+0.2%	+$602	0.01%	661
2021 Q4	$379K	Buy	+6,735	New	+$379K	0.01%	630

Other funds holding MUNI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

Lincoln National Corp sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2024, closing a stake of 20,334 shares — an estimated $1.07M sold.

Lincoln National Corp first reported a position in MUNI in Q4 2021 and held it in 10 quarters. The position peaked at $1.07M in Q1 2024. 279 funds tracked by Wall St. Rank hold MUNI as of Q2 2024.

Lincoln National Corp reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 20,334 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2024, an estimated $1.07M.
Lincoln National Corp first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and held it in 10 quarters.
Lincoln National Corp's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.07M in Q1 2024.
279 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2024.

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