Lincoln National Corp’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-32,811	Closed	-$754K	–	1011
2024 Q1	$754K	Buy	32,811 +11,047	+51%	+$253K	0.01%	606
2023 Q4	$506K	Sell	21,764 -9,131	-30%	-$202K	0.01%	664
2023 Q3	$672K	Buy	30,895 +3,400	+12%	+$75.8K	0.01%	507
2023 Q2	$625K	Buy	27,495 +11,603	+73%	+$264K	0.01%	523
2023 Q1	$366K	Buy	+15,892	New	+$363K	0.01%	698
2022 Q2	–	Sell	-8,368	Closed	-$211K	–	937
2022 Q1	$211K	Buy	8,368 +405	+5%	+$10.5K	﹤0.01%	848
2021 Q4	$217K	Buy	7,963 +178	+2%	+$4.88K	﹤0.01%	821
2021 Q3	$214K	Buy	+7,785	New	+$217K	﹤0.01%	806

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

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

Lincoln National Corp sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2024, closing a stake of 32,811 shares — an estimated $754K sold.

Lincoln National Corp first reported a position in SUSC in Q3 2021 and held it in 8 quarters. The position peaked at $754K in Q1 2024. 251 funds tracked by Wall St. Rank hold SUSC as of Q2 2024.

Lincoln National Corp reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 32,811 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2024, an estimated $754K.
Lincoln National Corp first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2021 and held it in 8 quarters.
Lincoln National Corp's iShares ESG Aware USD Corporate Bond ETF position peaked at $754K in Q1 2024.
251 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2024.

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