LNC
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Lincoln National Corp’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Lincoln National Corp’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,810
Closed -$334K – 1033
2022
Q4 		$334K Buy
6,810
+233
+4% +$11.4K 0.01% 666
2022
Q3 		$316K Sell
6,577
-111
-2% -$5.66K 0.01% 635
2022
Q2 		$341K Buy
6,688
+205
+3% +$10.7K 0.01% 601
2022
Q1 		$357K Sell
6,483
-8
-0.1% -$454 0.01% 663
2021
Q4 		$388K Buy
6,491
+48
+0.7% +$2.88K 0.01% 620
2021
Q3 		$387K Sell
6,443
-77
-1% -$4.69K 0.01% 588
2021
Q2 		$395K Sell
6,520
-269
-4% -$16.1K 0.01% 565
2021
Q1 		$401K Buy
6,789
+333
+5% +$20.1K 0.01% 515
2020
Q4 		$400K Buy
6,456
+58
+0.9% +$3.55K 0.01% 488
2020
Q3 		$389K Buy
6,398
+42
+0.7% +$2.57K 0.01% 437
2020
Q2 		$384K Buy
6,356
+50
+0.8% +$2.93K 0.01% 434
2020
Q1 		$353K Buy
6,306
+33
+0.5% +$1.92K 0.01% 407
2019
Q4 		$366K Buy
6,273
+66
+1% +$3.84K 0.01% 455
2019
Q3 		$362K Buy
+6,207
New +$358K 0.01% 414

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lincoln National Corp's USIG Position: Q1 2023 in Review

Lincoln National Corp sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2023, closing a stake of 6,810 shares — an estimated $334K sold.

Lincoln National Corp first reported a position in USIG in Q3 2019 and held it in 14 quarters. The position peaked at $401K in Q1 2021. 311 funds tracked by Wall St. Rank hold USIG as of Q1 2023.

  • Lincoln National Corp reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Lincoln National Corp sold 6,810 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $334K.
  • Lincoln National Corp first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2019 and held it in 14 quarters.
  • Lincoln National Corp's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $401K in Q1 2021.
  • 311 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Lincoln National Corp's 13F filing for Q1 2023, filed 2 May 2023.