LNC
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Lincoln National Corp’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Lincoln National Corp’s Portfolio TIPZ Stock Details TIPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,340
Closed -$231K – 1029
2024
Q1 		$231K Buy
4,340
+4
+0.1% +$212 ﹤0.01% 1084
2023
Q4 		$231K Buy
4,336
+56
+1% +$2.91K ﹤0.01% 992
2023
Q3 		$222K Buy
4,280
+62
+1% +$3.28K ﹤0.01% 925
2023
Q2 		$228K Buy
4,218
+21
+0.5% +$1.15K ﹤0.01% 911
2023
Q1 		$234K Buy
4,197
+253
+6% +$13.9K ﹤0.01% 861
2022
Q4 		$213K Buy
3,944
+6
+0.2% +$326 ﹤0.01% 852
2022
Q3 		$210K Buy
3,938
+98
+3% +$5.64K 0.01% 802
2022
Q2 		$221K Buy
3,840
+98
+3% +$5.89K 0.01% 769
2022
Q1 		$237K Sell
3,742
-280
-7% -$17.9K ﹤0.01% 797
2021
Q4 		$266K Buy
4,022
+367
+10% +$24.3K 0.01% 758
2021
Q3 		$240K Buy
3,655
+67
+2% +$4.44K 0.01% 768
2021
Q2 		$236K Buy
3,588
+40
+1% +$2.6K 0.01% 754
2021
Q1 		$228K Hold
3,548
– – 0.01% 716
2020
Q4 		$232K Buy
3,548
+24
+0.7% +$1.55K 0.01% 657
2020
Q3 		$229K Buy
3,524
+12
+0.3% +$775 0.01% 586
2020
Q2 		$222K Buy
+3,512
New +$219K 0.01% 578

Other funds holding TIPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

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

Lincoln National Corp sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2024, closing a stake of 4,340 shares — an estimated $231K sold.

Lincoln National Corp first reported a position in TIPZ in Q2 2020 and held it in 16 quarters. The position peaked at $266K in Q4 2021. 50 funds tracked by Wall St. Rank hold TIPZ as of Q2 2024.

  • Lincoln National Corp reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 4,340 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2024, an estimated $231K.
  • Lincoln National Corp first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2020 and held it in 16 quarters.
  • Lincoln National Corp's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $266K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held PIMCO Broad 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.