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
Fidelity Low Priced Stoc K
Q1 2022 Filed on May 16, 2022
146
N/A
Fairfax Cnty Va 4percent27 Go Utx Due 10 01 27
Q1 2022 Filed on May 16, 2022
540,000
N/A
Fpa New Income
Q1 2022 Filed on May 16, 2022
1,348
N/A
Federated Hermes Total R Eturn Bond Is
Q1 2022 Filed on May 16, 2022
1,996
N/A
Colorado Health Fac 5percent32 Syst Hlth Due 01 01 32 Xtro
Q1 2022 Filed on May 16, 2022
100,000
N/A
GWW
W.W. Grainger, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
8
$462.39 - $520.64 $3.7K - $4.17K
Chrltt Mckln Hosp N 5percent33 Syst Hlth Due 01 15 33 Xtro
Q1 2022 Filed on May 16, 2022
420,000
N/A
Brighton Mi 4percent30 Go Ltx Due 10 01 30
Q1 2022 Filed on May 16, 2022
355,000
N/A
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on May 16, 2022
1,778
$106.08 - $113.93 $189K - $203K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q1 2022 Filed on May 16, 2022
1,350
$121.42 - $128.17 $164K - $173K
Mfs International New Di Scovery R6
Q1 2022 Filed on May 16, 2022
3,259
N/A
Vanguard Small Cap Growt H Index Admiral
Q1 2022 Filed on May 16, 2022
206
N/A
Bmw Bank North Am 2point2percent22 Cd Fdic Ins Due 02 24 22 Us
Q1 2022 Filed on May 16, 2022
92,000
N/A
MA
Mastercard Inc

Financial Services
Q1 2022 Filed on May 16, 2022
64
$312.92 - $396.75 $20K - $25.4K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
28
$147.31 - $171.84 $4.12K - $4.81K
Tpoint Rowe Price Blue Chip Growth
Q1 2022 Filed on May 16, 2022
76
N/A
VFH
Vanguard Financial ETF

ETFs
Q1 2022 Filed on May 16, 2022
203
$87.26 - $101.75 $17.7K - $20.7K
Kfw 5point5percent33 Abs Spcl Due 05 25 33 Factor 0point003677032243
Q1 2022 Filed on May 16, 2022
810,000
N/A
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 16, 2022
8,274
$72.45 - $85.55 $599K - $708K
Intl Bk For Reco2point7percent 37 F Due 12 28 37
Q1 2022 Filed on May 16, 2022
40,000
N/A
ICE
Intercontinental Exchange, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
39
$122.15 - $136.9 $4.76K - $5.34K
IDXX
Idexx Laboratories Inc

Healthcare
Q1 2022 Filed on May 16, 2022
6
$466.52 - $631.01 $2.8K - $3.79K
Hollyfrontier Cor 4point5percent30 Due 10 01 30
Q1 2022 Filed on May 16, 2022
15,000
N/A
Hollyfrontier C 2point625percent23 Due 10 01 23
Q1 2022 Filed on May 16, 2022
25,000
N/A
Wells Fargo & CO 2point5percent22 Cd Fdic Ins Due 01 19 22 Us
Q1 2022 Filed on May 16, 2022
125,000
N/A
Allspring Special Mid Ca P Value Inst
Q1 2022 Filed on May 16, 2022
59
N/A
Allspring Small Company Growth Inst
Q1 2022 Filed on May 16, 2022
84
N/A
Allspring Emerging Marke Ts Equity Inst
Q1 2022 Filed on May 16, 2022
96
N/A
ACN
Accenture PLC

Technology
Q1 2022 Filed on May 16, 2022
45
$301.62 - $407.21 $13.6K - $18.3K
Schwab Government Money Ultra
Q1 2022 Filed on May 16, 2022
987,652
N/A
Principal Small Midcap D Ividend Inc Inst
Q1 2022 Filed on May 16, 2022
153
N/A
MTD
Mettler Toledo International Inc

Healthcare
Q1 2022 Filed on May 16, 2022
2
$1289.32 - $1674.86 $2.58K - $3.35K
Champlain Small Company Institutional
Q1 2022 Filed on May 16, 2022
62
N/A
Structured Ass 6point3306percent31 Abs Spcl Due 03 25 31 Factor 0point000820084305
Q1 2022 Filed on May 16, 2022
4,850,000
N/A
PSA
Public Storage

Real Estate
Q1 2022 Filed on May 16, 2022
11
$342.38 - $396.47 $3.77K - $4.36K
PGR
Progressive Corp

Financial Services
Q1 2022 Filed on May 16, 2022
42
$102.0 - $117.17 $4.28K - $4.92K
Pimco International Bond (Usd Hdg) Instl
Q1 2022 Filed on May 16, 2022
14,835
N/A
PAYX
Paychex Inc

Industrials
Q1 2022 Filed on May 16, 2022
22
$111.6 - $136.89 $2.46K - $3.01K
PANW
Palo Alto Networks Inc

Technology
Q1 2022 Filed on May 16, 2022
7
$475.47 - $625.25 $3.33K - $4.38K
OGN
Organon & Co.

Healthcare
Q1 2022 Filed on May 16, 2022
115
$30.45 - $39.36 $3.5K - $4.53K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
5
$630.82 - $703.36 $3.15K - $3.52K
Goldman Sachs Ba 3point35percent23 Cd Fdic Ins Due 09 26 23 Us
Q1 2022 Filed on May 16, 2022
150,000
N/A
Goldman Sachs Ban 2point4percent22 Cd Fdic Ins Due 09 06 22 Us
Q1 2022 Filed on May 16, 2022
250,000
N/A
Harbor Mid Cap Value Inv Estor
Q1 2022 Filed on May 16, 2022
456
N/A
Hartford Midcap I
Q1 2022 Filed on May 16, 2022
134
N/A
New Century Mortgag 6percent34 Abs Spcl Due 09 25 34 Factor 0point021632748696
Q1 2022 Filed on May 16, 2022
300,000
N/A
Mortgage Asset Secu 6percent34 Abs Spcl Due 06 25 34 Factor 0point044594033144
Q1 2022 Filed on May 16, 2022
250,000
N/A
Mfs Value I
Q1 2022 Filed on May 16, 2022
135
N/A
MNST
Monster Beverage Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
21
$72.49 - $97.74 $1.52K - $2.05K
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