Lincoln National Corp’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-8,387	Closed	-$477K	–	897
2021 Q2	$477K	Buy	8,387 +918	+12%	+$51.5K	0.01%	510
2021 Q1	$414K	Buy	7,469 +1,989	+36%	+$113K	0.01%	508
2020 Q4	$321K	Buy	+5,480	New	+$318K	0.01%	554

Other funds holding QLTA

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

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Lincoln National Corp's QLTA Position: Q3 2021 in Review

Lincoln National Corp sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2021, closing a stake of 8,387 shares — an estimated $477K sold.

Lincoln National Corp first reported a position in QLTA in Q4 2020 and held it in 3 quarters. The position peaked at $477K in Q2 2021. 107 funds tracked by Wall St. Rank hold QLTA as of Q3 2021.

Lincoln National Corp reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Lincoln National Corp sold 8,387 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2021, an estimated $477K.
Lincoln National Corp first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
Lincoln National Corp's iShares AAA-A Rated Corporate Bond ETF position peaked at $477K in Q2 2021.
107 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2021.

Based on Lincoln National Corp's 13F filing for Q3 2021, filed 5 Nov 2021.