Lincoln National Corp’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,090	Closed	-$365K	–	1004
2024 Q1	$365K	Hold	7,090	–	–	0.01%	871
2023 Q4	$363K	Sell	7,090 -4,650	-40%	-$235K	0.01%	800
2023 Q3	$588K	Buy	11,740 +6	+0.1%	+$301	0.01%	549
2023 Q2	$590K	Buy	11,734 +1,003	+9%	+$50.9K	0.01%	544
2023 Q1	$548K	Buy	10,731 +6,008	+127%	+$302K	0.01%	552
2022 Q4	$236K	Hold	4,723	–	–	0.01%	812
2022 Q3	$233K	Buy	4,723 +1	+0%	+$52	0.01%	756
2022 Q2	$247K	Buy	+4,722	New	+$252K	0.01%	731

Other funds holding STPZ

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Lincoln National Corp sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2024, closing a stake of 7,090 shares — an estimated $365K sold.

Lincoln National Corp first reported a position in STPZ in Q2 2022 and held it in 8 quarters. The position peaked at $590K in Q2 2023. 105 funds tracked by Wall St. Rank hold STPZ as of Q2 2024.

Lincoln National Corp reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 7,090 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2024, an estimated $365K.
Lincoln National Corp first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2022 and held it in 8 quarters.
Lincoln National Corp's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $590K in Q2 2023.
105 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2024.

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