LNC
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Lincoln National Corp’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Lincoln National Corp’s Portfolio TBLL Stock Details TBLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,964
Closed -$630K – 1242
2023
Q4 		$630K Buy
5,964
+79
+1% +$8.34K 0.01% 593
2023
Q3 		$621K Buy
5,885
+73
+1% +$7.7K 0.01% 532
2023
Q2 		$613K Buy
5,812
+63
+1% +$6.65K 0.01% 528
2023
Q1 		$607K Buy
+5,749
New +$606K 0.01% 522

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Lincoln National Corp's TBLL Position: Q1 2024 in Review

Lincoln National Corp sold out of Invesco Short Term Treasury ETF (TBLL) in Q1 2024, closing a stake of 5,964 shares — an estimated $630K sold.

Lincoln National Corp first reported a position in TBLL in Q1 2023 and held it in 4 quarters. The position peaked at $630K in Q4 2023. 97 funds tracked by Wall St. Rank hold TBLL as of Q1 2024.

  • Lincoln National Corp reported no remaining Invesco Short Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Lincoln National Corp sold 5,964 Invesco Short Term Treasury ETF shares in Q1 2024, an estimated $630K.
  • Lincoln National Corp first reported a position in Invesco Short Term Treasury ETF in Q1 2023 and held it in 4 quarters.
  • Lincoln National Corp's Invesco Short Term Treasury ETF position peaked at $630K in Q4 2023.
  • 97 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2024.

Based on Lincoln National Corp's 13F filing for Q1 2024, filed 2 May 2024.