LNC
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Lincoln National Corp’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lincoln National Corp’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,708
Closed -$1.77M – 1032
2024
Q1 		$1.77M Buy
18,708
+3,294
+21% +$312K 0.03% 359
2023
Q4 		$1.52M Buy
15,414
+9,310
+153% +$841K 0.03% 352
2023
Q3 		$541K Sell
6,104
-122,673
-95% -$11.8M 0.01% 576
2023
Q2 		$13.3M Buy
128,777
+89,578
+229% +$9.29M 0.26% 57
2023
Q1 		$4.17M Sell
39,199
-5,757
-13% -$602K 0.09% 133
2022
Q4 		$4.48M Buy
+44,956
New +$4.53M 0.1% 124
2022
Q3 		– Sell
-9,204
Closed -$1.06M – 903
2022
Q2 		$1.06M Sell
9,204
-257
-3% -$30.3K 0.02% 333
2022
Q1 		$1.25M Buy
9,461
+86
+0.9% +$11.9K 0.03% 309
2021
Q4 		$1.39M Buy
9,375
+2,785
+42% +$410K 0.03% 281
2021
Q3 		$952K Buy
+6,590
New +$979K 0.02% 345
2020
Q4 		– Sell
-4,023
Closed -$657K – 778
2020
Q3 		$657K Sell
4,023
-143,231
-97% -$23.8M 0.02% 329
2020
Q2 		$24.1M Buy
147,254
+18,453
+14% +$3.04M 0.77% 26
2020
Q1 		$21.2M Buy
+128,801
New +$19.2M 0.8% 22
2019
Q4 		– Sell
-72,498
Closed -$10.4M – 664
2019
Q3 		$10.4M Buy
72,498
+23,012
+47% +$3.2M 0.38% 42
2019
Q2 		$6.57M Buy
49,486
+39,342
+388% +$5M 0.25% 51
2019
Q1 		$1.28M Buy
10,144
+7,858
+344% +$956K 0.05% 164
2018
Q4 		$278K Buy
+2,286
New +$265K 0.01% 361
2018
Q1 		– Sell
-5,116
Closed -$649K – 606
2017
Q4 		$649K Sell
5,116
-2,528
-33% -$317K 0.02% 316
2017
Q3 		$954K Buy
7,644
+5,163
+208% +$649K 0.04% 144
2017
Q2 		$311K Buy
+2,481
New +$307K 0.01% 266

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2024, closing a stake of 18,708 shares — an estimated $1.77M sold.

Lincoln National Corp first reported a position in TLT in Q2 2017 and held it in 20 quarters. The position peaked at $24.1M in Q2 2020. 1,109 funds tracked by Wall St. Rank hold TLT as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 18,708 iShares 20+ Year Treasury Bond ETF shares in Q2 2024, an estimated $1.77M.
  • Lincoln National Corp first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2017 and held it in 20 quarters.
  • Lincoln National Corp's iShares 20+ Year Treasury Bond ETF position peaked at $24.1M in Q2 2020.
  • 1,109 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2024.

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