Lincoln National Corp’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,010	Closed	-$298K	–	951
2024 Q1	$298K	Sell	7,010 -4,688	-40%	-$198K	﹤0.01%	961
2023 Q4	$494K	Sell	11,698 -16,688	-59%	-$688K	0.01%	678
2023 Q3	$1.16M	Buy	28,386 +2,356	+9%	+$97.3K	0.02%	370
2023 Q2	$1.08M	Buy	26,030 +9,898	+61%	+$408K	0.02%	389
2023 Q1	$672K	Buy	16,132 +4,307	+36%	+$178K	0.01%	495
2022 Q4	$484K	Buy	+11,825	New	+$484K	0.01%	546
2018 Q1	–	Sell	-4,462	Closed	-$210K	–	601
2017 Q4	$210K	Buy	+4,462	New	+$211K	0.01%	586

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2024, closing a stake of 7,010 shares — an estimated $298K sold.

Lincoln National Corp first reported a position in SHYG in Q4 2017 and held it in 7 quarters. The position peaked at $1.16M in Q3 2023. 510 funds tracked by Wall St. Rank hold SHYG as of Q2 2024.

Lincoln National Corp reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 7,010 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2024, an estimated $298K.
Lincoln National Corp first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and held it in 7 quarters.
Lincoln National Corp's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.16M in Q3 2023.
510 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2024.

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