LNC
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Lincoln National Corp’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lincoln National Corp’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,985
Closed -$735K – 950
2024
Q1 		$735K Sell
8,985
-190
-2% -$15.5K 0.01% 611
2023
Q4 		$753K Buy
9,175
+1,805
+24% +$147K 0.01% 535
2023
Q3 		$597K Buy
7,370
+3,110
+73% +$252K 0.01% 545
2023
Q2 		$345K Sell
4,260
-263
-6% -$21.5K 0.01% 744
2023
Q1 		$372K Sell
4,523
-2,099
-32% -$171K 0.01% 688
2022
Q4 		$538K Buy
6,622
+1,951
+42% +$158K 0.01% 521
2022
Q3 		$380K Buy
4,671
+1,264
+37% +$104K 0.01% 576
2022
Q2 		$282K Sell
3,407
-270
-7% -$22.4K 0.01% 683
2022
Q1 		$307K Sell
3,677
-2,503
-41% -$212K 0.01% 712
2021
Q4 		$528K Sell
6,180
-9
-0.1% -$772 0.01% 506
2021
Q3 		$533K Sell
6,189
-67,328
-92% -$5.8M 0.01% 481
2021
Q2 		$6.33M Sell
73,517
-24,180
-25% -$2.09M 0.14% 81
2021
Q1 		$8.43M Buy
97,697
+43,031
+79% +$3.71M 0.21% 62
2020
Q4 		$4.72M Buy
54,666
+1,971
+4% +$170K 0.12% 88
2020
Q3 		$4.56M Buy
52,695
+32,160
+157% +$2.78M 0.14% 85
2020
Q2 		$1.78M Buy
20,535
+17,331
+541% +$1.5M 0.06% 167
2020
Q1 		$278K Sell
3,204
-3,837
-54% -$328K 0.01% 463
2019
Q4 		$596K Sell
7,041
-29,746
-81% -$2.52M 0.02% 363
2019
Q3 		$3.12M Sell
36,787
-366
-1% -$31K 0.12% 88
2019
Q2 		$3.15M Buy
37,153
+1,488
+4% +$125K 0.12% 80
2019
Q1 		$3M Sell
35,665
-4,823
-12% -$404K 0.12% 79
2018
Q4 		$3.39M Buy
+40,488
New +$3.36M 0.16% 67
2018
Q3 		– Sell
-3,088
Closed -$258K – 519
2018
Q2 		$258K Buy
3,088
+605
+24% +$50.4K 0.01% 398
2018
Q1 		$208K Sell
2,483
-857
-26% -$71.6K 0.01% 447
2017
Q4 		$280K Sell
3,340
-789
-19% -$66.4K 0.01% 516
2017
Q3 		$349K Buy
+4,129
New +$349K 0.01% 273
2017
Q2 		– Sell
-2,369
Closed -$200K – 369
2017
Q1 		$200K Buy
+2,369
New +$200K 0.01% 317

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 8,985 shares — an estimated $735K sold.

Lincoln National Corp first reported a position in SHY in Q1 2017 and held it in 27 quarters. The position peaked at $8.43M in Q1 2021. 1,087 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 8,985 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $735K.
  • Lincoln National Corp first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and held it in 27 quarters.
  • Lincoln National Corp's iShares 1-3 Year Treasury Bond ETF position peaked at $8.43M in Q1 2021.
  • 1,087 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

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