Lincoln National Corp’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,217	Closed	-$245K	–	948
2024 Q1	$245K	Sell	2,217 -2,112	-49%	-$233K	﹤0.01%	1048
2023 Q4	$477K	Buy	4,329 +74	+2%	+$8.16K	0.01%	693
2023 Q3	$470K	Sell	4,255 -6,925	-62%	-$763K	0.01%	624
2023 Q2	$1.23M	Buy	11,180 +2,742	+32%	+$302K	0.02%	359
2023 Q1	$932K	Buy	8,438 +1,670	+25%	+$184K	0.02%	409
2022 Q4	$744K	Buy	6,768 +4,086	+152%	+$449K	0.02%	427
2022 Q3	$295K	Buy	+2,682	New	+$295K	0.01%	666
2020 Q4	–	Sell	-2,778	Closed	-$308K	–	776
2020 Q3	$308K	Buy	+2,778	New	+$308K	0.01%	501

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2024, closing a stake of 2,217 shares — an estimated $245K sold.

Lincoln National Corp first reported a position in SHV in Q3 2020 and held it in 8 quarters. The position peaked at $1.23M in Q2 2023. 675 funds tracked by Wall St. Rank hold SHV as of Q2 2024.

Lincoln National Corp reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 2,217 iShares 0-1 Year Treasury Bond ETF shares in Q2 2024, an estimated $245K.
Lincoln National Corp first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and held it in 8 quarters.
Lincoln National Corp's iShares 0-1 Year Treasury Bond ETF position peaked at $1.23M in Q2 2023.
675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2024.

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