True Link Financial Advisors, LLC Closed Holding Positions

True Link Financial Advisors, LLC

  • $1.63 Billion
  • Q4 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
Federal Ntnl Mortga 7percent33 Abs Spcl Due 12 25 33 Factor 0point038551400000
Q1 2022 Filed on May 16, 2022
605,000
N/A
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
2,500
$30.1 - $36.02 $75.3K - $90.1K
GSK
Gsk PLC

Healthcare
Q1 2022 Filed on May 16, 2022
100
$40.23 - $47.74 $4.02K - $4.77K
GLW
Corning Inc

Technology
Q1 2022 Filed on May 16, 2022
500
$35.06 - $42.95 $17.5K - $21.5K
GEBEY
Genting Berhad Adr (Mys)
Q1 2022 Filed on May 16, 2022
9
N/A
ERIC
Ericsson Lm Telephone CO

Technology
Q1 2022 Filed on May 16, 2022
200
$7.71 - $12.75 $1.54K - $2.55K
BAC
Bank Of America Corp

Financial Services
Q1 2022 Filed on May 16, 2022
200
$38.34 - $49.38 $7.67K - $9.88K
Pgim High Yield R6
Q1 2022 Filed on May 16, 2022
15,003
N/A
Western Asset Core Bond Is
Q1 2022 Filed on May 16, 2022
21,398
N/A
Pimco Dynamic Bond Instl
Q1 2022 Filed on May 16, 2022
14,031
N/A
HP
Helmerich & Payne, Inc.

Energy
Q1 2022 Filed on May 16, 2022
100
$25.31 - $44.26 $2.53K - $4.43K
Pacific Century Pr Ordf
Q1 2022 Filed on May 16, 2022
21
N/A
AMAT
Applied Materials Inc

Technology
Q1 2022 Filed on May 16, 2022
600
$119.22 - $167.0 $71.5K - $100K
IVH
Delaware Ivy High Income Opportunities Fund

Financial Services
Q1 2022 Filed on May 16, 2022
2,040
$12.19 - $14.18 $24.9K - $28.9K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
1,644
$13.37 - $15.77 $22K - $25.9K
Gateway N
Q1 2022 Filed on May 16, 2022
1,447
N/A
American Beacon Internat Ional Eq R5
Q1 2022 Filed on May 16, 2022
7,637
N/A
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q1 2022 Filed on May 16, 2022
400
$38.56 - $49.13 $15.4K - $19.7K
Pt Indosat Tbk Ordf
Q1 2022 Filed on May 16, 2022
5,000
N/A
FAST
Fastenal CO

Industrials
Q1 2022 Filed on May 16, 2022
41
$49.62 - $62.33 $2.03K - $2.56K
Oakmark International In Stitutional
Q1 2022 Filed on May 16, 2022
14,729
N/A
Neuberger Berman Long Sh Ort Instl
Q1 2022 Filed on May 16, 2022
20,614
N/A
Mfs Mid Cap Value R6
Q1 2022 Filed on May 16, 2022
11,694
N/A
Credit Suisse Commodity Return Strat I
Q1 2022 Filed on May 16, 2022
46,810
N/A
Truist Finl Corp Var
Q1 2022 Filed on May 16, 2022
13,000
N/A
Philip Morris I 6point375percent38 Due 05 16 38
Q1 2022 Filed on May 16, 2022
20,000
N/A
Oneok, In Cpoint 6point35percent31 Due 01 15 31
Q1 2022 Filed on May 16, 2022
22,000
N/A
Oneok, In Cpoint 5point85percent26 Due 01 15 26
Q1 2022 Filed on May 16, 2022
2,000
N/A
Xilinx Inc
Q1 2022 Filed on May 16, 2022
17
N/A
Wells Fargo Asse 4point98percent34 Abs Spcl Due 04 25 34 Factor 0point001292508149
Q1 2022 Filed on May 16, 2022
560,000
N/A
Kfw 5point5percent33 Mbs Cmo Due 11 25 33 Factor 0point058465684871
Q1 2022 Filed on May 16, 2022
316,000
N/A
Baillie Gifford Internat Ional Alpha I
Q1 2022 Filed on May 16, 2022
146,402
N/A
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2022 Filed on May 16, 2022
1,766
$37.82 - $41.16 $66.8K - $72.7K
Abbey Capital Futures St Rategy I
Q1 2022 Filed on May 16, 2022
13,651
N/A
Loomis Sayles Growth Y
Q1 2022 Filed on May 16, 2022
36,811
N/A
Brandywineglobal Global Unconst Bond I
Q1 2022 Filed on May 16, 2022
13,804
N/A
Harding Loevner Internat Ional Eq Instl
Q1 2022 Filed on May 16, 2022
13,754
N/A
Hartford Schroders Emerg Ing Mkts Eq F
Q1 2022 Filed on May 16, 2022
17,393
N/A
Allspring Special Small Cap Value Inst
Q1 2022 Filed on May 16, 2022
11,050
N/A
Diamond Hill Large Cap I
Q1 2022 Filed on May 16, 2022
27,059
N/A
Conestoga Small Cap Inst Itutional
Q1 2022 Filed on May 16, 2022
6,304
N/A
Blackrock Event Driven E Quity Instl
Q1 2022 Filed on May 16, 2022
49,943
N/A
Kfw 5point25percent33 Abs Spcl Due 10 25 33 Factor 0point114591312000
Q1 2022 Filed on May 16, 2022
85,000
N/A
Md St Cda Hsg 2point813percent26 Sing Hsg Due 03 01 26 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
315,000
N/A
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