Lincoln National Corp’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-23,232	Closed	-$2.44M	–	1031
2024 Q1	$2.44M	Buy	23,232 +17,280	+290%	+$1.81M	0.04%	289
2023 Q4	$644K	Sell	5,952 -5,307	-47%	-$531K	0.01%	586
2023 Q3	$1.11M	Sell	11,259 -15,561	-58%	-$1.63M	0.02%	380
2023 Q2	$2.97M	Buy	26,820 +8,186	+44%	+$918K	0.06%	185
2023 Q1	$2.13M	Buy	+18,634	New	+$2.1M	0.04%	220
2022 Q4	–	Sell	-4,842	Closed	-$527K	–	977
2022 Q3	$527K	Sell	4,842 -2,239	-32%	-$265K	0.01%	481
2022 Q2	$850K	Sell	7,081 -104	-1%	-$12.8K	0.02%	366
2022 Q1	$967K	Sell	7,185 -28	-0.4%	-$3.92K	0.02%	362
2021 Q4	$1.07M	Buy	7,213 +936	+15%	+$139K	0.02%	334
2021 Q3	$923K	Buy	+6,277	New	+$946K	0.02%	353

Other funds holding TLH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2024, closing a stake of 23,232 shares — an estimated $2.44M sold.

Lincoln National Corp first reported a position in TLH in Q3 2021 and held it in 10 quarters. The position peaked at $2.97M in Q2 2023. 438 funds tracked by Wall St. Rank hold TLH as of Q2 2024.

Lincoln National Corp reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 23,232 iShares 10-20 Year Treasury Bond ETF shares in Q2 2024, an estimated $2.44M.
Lincoln National Corp first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and held it in 10 quarters.
Lincoln National Corp's iShares 10-20 Year Treasury Bond ETF position peaked at $2.97M in Q2 2023.
438 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2024.

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