LNC
TDTT icon

Lincoln National Corp’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Lincoln National Corp’s Portfolio TDTT Stock Details TDTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-28,079
Closed -$656K – 976
2022
Q3 		$656K Buy
28,079
+609
+2% +$14.9K 0.02% 426
2022
Q2 		$682K Buy
27,470
+659
+2% +$16.7K 0.02% 413
2022
Q1 		$695K Buy
26,811
+187
+0.7% +$4.88K 0.01% 434
2021
Q4 		$700K Buy
26,624
+282
+1% +$7.43K 0.01% 432
2021
Q3 		$693K Buy
26,342
+533
+2% +$14.1K 0.02% 418
2021
Q2 		$684K Buy
25,809
+2,038
+9% +$54K 0.01% 406
2021
Q1 		$627K Buy
+23,771
New +$625K 0.02% 404
2018
Q3 		– Sell
-13,436
Closed -$326K – 525
2018
Q2 		$326K Sell
13,436
-173
-1% -$4.19K 0.01% 348
2018
Q1 		$332K Sell
13,609
-14,777
-52% -$359K 0.01% 350
2017
Q4 		$691K Buy
28,386
+14,335
+102% +$351K 0.02% 304
2017
Q3 		$345K Sell
14,051
-1,852
-12% -$45.5K 0.01% 277
2017
Q2 		$390K Sell
15,903
-1,241
-7% -$30.6K 0.02% 226
2017
Q1 		$428K Buy
17,144
+1,937
+13% +$48.1K 0.02% 208
2016
Q4 		$376K Buy
15,207
+103
+0.7% +$2.55K 0.02% 201
2016
Q3 		$375K Buy
15,104
+776
+5% +$19.2K 0.02% 190
2016
Q2 		$357K Buy
14,328
+1,140
+9% +$28.2K 0.02% 192
2016
Q1 		$326K Buy
13,188
+4,416
+50% +$108K 0.02% 187
2015
Q4 		$213K Buy
+8,772
New +$213K 0.02% 183

Other funds holding TDTT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lincoln National Corp's TDTT Position: Q4 2022 in Review

Lincoln National Corp sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2022, closing a stake of 28,079 shares — an estimated $656K sold.

Lincoln National Corp first reported a position in TDTT in Q4 2015 and held it in 18 quarters. The position peaked at $700K in Q4 2021. 120 funds tracked by Wall St. Rank hold TDTT as of Q4 2022.

  • Lincoln National Corp reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2022 after selling out during the quarter.
  • Lincoln National Corp sold 28,079 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2022, an estimated $656K.
  • Lincoln National Corp first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2015 and held it in 18 quarters.
  • Lincoln National Corp's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $700K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2022.

Based on Lincoln National Corp's 13F filing for Q4 2022, filed 8 Feb 2023.