True Link Financial Advisors, LLC Closed Holding Positions

True Link Financial Advisors, LLC

  • $1.34 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 01, 2022
97
$58.07 - $66.37 $5.63K - $6.44K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q4 2021 Filed on Feb 01, 2022
267
$59.32 - $60.73 $15.8K - $16.2K
ILMN
Illumina, Inc.

Healthcare
Q4 2021 Filed on Feb 01, 2022
11
$347.28 - $421.83 $3.82K - $4.64K
MKTX
Marketaxess Holdings Inc

Financial Services
Q4 2021 Filed on Feb 01, 2022
3
$343.73 - $431.53 $1.03K - $1.29K
Merrill Lynch M 4point788 Percent 34 Abs Spcl Due 11 25 34 Factor 0point037132353145
Q4 2021 Filed on Feb 01, 2022
685,000
N/A
RAD
Rite Aid Corp

Healthcare
Q4 2021 Filed on Feb 01, 2022
200
$11.52 - $15.36 $2.3K - $3.07K
Citigroup Inc
Q4 2021 Filed on Feb 01, 2022
30
N/A
DXC
Dxc Technology CO

Technology
Q4 2021 Filed on Feb 01, 2022
8
$29.58 - $35.1 $237 - $281
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q4 2021 Filed on Feb 01, 2022
699
$71.13 - $76.45 $49.7K - $53.4K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2021 Filed on Feb 01, 2022
53
$43.72 - $52.25 $2.32K - $2.77K
PCAR
Paccar Inc

Industrials
Q4 2021 Filed on Feb 01, 2022
25
$78.77 - $91.66 $1.97K - $2.29K
Pccw Limited Ordf
Q4 2021 Filed on Feb 01, 2022
200
N/A
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q4 2021 Filed on Feb 01, 2022
300
$5.28 - $5.93 $1.58K - $1.78K
Amern Ammunition Inc Xxx Bankrupt Eff 02 07 14
Q4 2021 Filed on Feb 01, 2022
50
N/A
ORCL
Oracle Corp

Technology
Q4 2021 Filed on Feb 01, 2022
123
$87.21 - $103.65 $10.7K - $12.7K
TMUS
T Mobile Us, Inc.

Communication Services
Q4 2021 Filed on Feb 01, 2022
16
$106.72 - $126.76 $1.71K - $2.03K
LHX
L3 Harris Technologies, Inc.

Industrials
Q4 2021 Filed on Feb 01, 2022
9
$202.02 - $244.73 $1.82K - $2.2K
Texas St 4point004 Percent 23 Called @100 Eff 10 01 2021
Q4 2021 Filed on Feb 01, 2022
100,000
N/A
ONLN
Proshares Tr Online Retail ETF

ETFs
Q4 2021 Filed on Feb 01, 2022
174
$55.23 - $71.69 $9.61K - $12.5K
Us Treasur Nt 2 Percent 12 21 Ust Note Due 12 31 21
Q4 2021 Filed on Feb 01, 2022
5,000
N/A
Us Treasu Nt 2point125 Percent 12 21 Ust Note Due 12 31 21
Q4 2021 Filed on Feb 01, 2022
19,000
N/A
Epr Properties 5point25 Percent 23 Due 07 15 23
Q4 2021 Filed on Feb 01, 2022
100,000
N/A
Dunham Monthly Distribut Ion N
Q4 2021 Filed on Feb 01, 2022
83
N/A
Dph Holdings Cor 4point15 Percent 24 Due 03 15 24
Q4 2021 Filed on Feb 01, 2022
200,000
N/A
Nutrien Lt Dpoint 3point375 Percent 25 F Due 03 15 25
Q4 2021 Filed on Feb 01, 2022
100,000
N/A
Cottonwood Hts Ut 4 Percent 21 Go Utx Due 12 15 21 Xtro Taxbl
Q4 2021 Filed on Feb 01, 2022
200,000
N/A
Franklin Growth Adv
Q4 2021 Filed on Feb 01, 2022
78
N/A
Federated Hermes Mdt Mid Cap Growth Is
Q4 2021 Filed on Feb 01, 2022
463
N/A
Dunham Floating Rate Bon D N
Q4 2021 Filed on Feb 01, 2022
320
N/A
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2021 Filed on Feb 01, 2022
25
$129.26 - $142.92 $3.23K - $3.57K
Primerica, In Cpoint 4point75 Percent 22 Due 07 15 22
Q4 2021 Filed on Feb 01, 2022
200,000
N/A
Totalenergies C4point25 Percent 21 F Due 12 15 21
Q4 2021 Filed on Feb 01, 2022
200,000
N/A
Nextera Energy 3point625 Percent 23 Due 06 15 23
Q4 2021 Filed on Feb 01, 2022
50,000
N/A
Akron Oh Ctfs Pa 3point75 Percent 21 Fac Cops Due 12 01 21 Oid Taxbl
Q4 2021 Filed on Feb 01, 2022
145,000
N/A
Macy'S, In Cpoint 3point875 Percent 22 Called @100 Eff 10 15 2021
Q4 2021 Filed on Feb 01, 2022
100,000
N/A
Loudoun Cnty Va 2point513 Percent 21 Go Utx Due 12 01 21 Xtro Taxbl
Q4 2021 Filed on Feb 01, 2022
100,000
N/A
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Feb 01, 2022
32
$257.53 - $292.5 $8.24K - $9.36K
Invesco Bulletshares 2021 Corporate Bond ETF
Q4 2021 Filed on Feb 01, 2022
47,187
N/A
Jefferies Group 5point125 Percent 23 Due 01 20 23
Q4 2021 Filed on Feb 01, 2022
250,000
N/A
Cohen Steers Global In Frastructure I
Q4 2021 Filed on Feb 01, 2022
180
N/A
Northern Emerging Market S Equity Index
Q4 2021 Filed on Feb 01, 2022
678
N/A
Amgen In Cpoint 3point625 Percent 22 Due 05 15 22
Q4 2021 Filed on Feb 01, 2022
137,000
N/A
Dodge Cox Income
Q4 2021 Filed on Feb 01, 2022
4,851
N/A
CSGP
Costar Group, Inc.

Real Estate
Q4 2021 Filed on Feb 01, 2022
20
$75.23 - $99.74 $1.5K - $1.99K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 01, 2022
13
$135.09 - $284.11 $1.76K - $3.69K
DUK
Duke Energy Corp

Utilities
Q4 2021 Filed on Feb 01, 2022
28
$96.62 - $104.9 $2.71K - $2.94K
Dunham Dynamic Macro N
Q4 2021 Filed on Feb 01, 2022
9
N/A
Dunham Emerging Markets Stock N
Q4 2021 Filed on Feb 01, 2022
27
N/A
Dunham Focused Large Cap Growth N
Q4 2021 Filed on Feb 01, 2022
13
N/A
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