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
Clg Pk Ga Bus Indl 4percent22 Muni Bldg Due 09 01 22 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
200,000
N/A
Collingswood Nj 3point625percent24 Go Utx Due 02 15 24 Oid Taxbl
Q1 2022 Filed on May 16, 2022
100,000
N/A
Tpoint Rowe Price Mid Cap Va Lue
Q1 2022 Filed on May 16, 2022
1,100
N/A
Costco Wholesale 2point75percent24 Due 05 18 24
Q1 2022 Filed on May 16, 2022
200,000
N/A
Vanguard Inflation Prote Cted Secs Adm
Q1 2022 Filed on May 16, 2022
778
N/A
Consolidated Edis 2point9percent26 Due 12 01 26
Q1 2022 Filed on May 16, 2022
100,000
N/A
Connecticut St 4percent30 Go Utx Due 10 15 30
Q1 2022 Filed on May 16, 2022
100,000
N/A
Federal Ntnl Mo 2point625percent24 Due 09 06 24
Q1 2022 Filed on May 16, 2022
50,000
N/A
Commonwealth Fa 6point392percent24 Muni Auth Due 06 01 24 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
150,000
N/A
Vanguard LTD Term Tx Ex Adm
Q1 2022 Filed on May 16, 2022
2,304
N/A
Chevron Corp 2point411percent22 Due 03 03 22
Q1 2022 Filed on May 16, 2022
100,000
N/A
Chevron Corp 3point191percent23 Due 06 24 23
Q1 2022 Filed on May 16, 2022
149,000
N/A
Bnsf, LLC 3point05percent22 Due 09 01 22
Q1 2022 Filed on May 16, 2022
250,000
N/A
Boston Propertie 3point65percent26 Due 02 01 26
Q1 2022 Filed on May 16, 2022
250,000
N/A
The Boeing CO 2point8percent24 Due 03 01 24
Q1 2022 Filed on May 16, 2022
50,000
N/A
Block Finl LLC 5point25percent25 Due 10 01 25
Q1 2022 Filed on May 16, 2022
280,000
N/A
Blackrock, In Cpoint 3point2percent27 Due 03 15 27
Q1 2022 Filed on May 16, 2022
285,000
N/A
Biogen In Cpoint 3point625percent22 Due 09 15 22
Q1 2022 Filed on May 16, 2022
100,000
N/A
Berkshire Hathaw 2point75percent23 Due 03 15 23
Q1 2022 Filed on May 16, 2022
150,000
N/A
Bnsf, LLC 3percent23 Due 03 15 23
Q1 2022 Filed on May 16, 2022
100,000
N/A
Cf Industries, I 3point45percent23 Due 06 01 23
Q1 2022 Filed on May 16, 2022
132,000
N/A
Caterpillar Fin 2point625percent23 Due 03 01 23
Q1 2022 Filed on May 16, 2022
50,000
N/A
Carbon Cnty Wy Sd 5percent22 Go Utx Due 06 15 22
Q1 2022 Filed on May 16, 2022
100,000
N/A
Capital One Finl 3point3percent24 Due 10 30 24
Q1 2022 Filed on May 16, 2022
175,000
N/A
Capital One Finl 4point2percent25 Due 10 29 25
Q1 2022 Filed on May 16, 2022
100,000
N/A
Canadian Natural3point8percent 24 F Due 04 15 24
Q1 2022 Filed on May 16, 2022
200,000
N/A
Csx Corp 3point4percent24 Due 08 01 24
Q1 2022 Filed on May 16, 2022
70,000
N/A
Cme Group In Cpoint 3percent25 Due 03 15 25
Q1 2022 Filed on May 16, 2022
225,000
N/A
Cigna Corp 3point25percent25 Due 04 15 25
Q1 2022 Filed on May 16, 2022
350,000
N/A
Credit Suisse Gr6point5percent 23 F Due 08 08 23
Q1 2022 Filed on May 16, 2022
50,000
N/A
University Pitt 2point877percent24 Pub Educ Due 09 15 24 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
200,000
N/A
Blackrock Dynamic High I Ncome Instl
Q1 2022 Filed on May 16, 2022
1,084
N/A
Blackrock Floating Rate Income Instl
Q1 2022 Filed on May 16, 2022
2,991
N/A
Blackrock Strategic Inco Me Opps Instl
Q1 2022 Filed on May 16, 2022
1,405
N/A
Triboro Brdg Tu 3point884percent22 Toll Tran Due 11 15 22 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
25,000
N/A
Toyota Motor Cred 3point3percent22 Due 01 12 22
Q1 2022 Filed on May 16, 2022
400,000
N/A
Blackrock Strategic Inco Me Opps Inv A
Q1 2022 Filed on May 16, 2022
1,376
N/A
Blue Eagle Lithium
Q1 2022 Filed on May 16, 2022
500
N/A
Toronto Dominio2point65percent 24 F Due 06 12 24
Q1 2022 Filed on May 16, 2022
200,000
N/A
Aristotle Small Cap Equi Ty I
Q1 2022 Filed on May 16, 2022
1,000
N/A
Us Treasur Nt 2point25percent11 25 Ust Note Due 11 15 25
Q1 2022 Filed on May 16, 2022
30,000
N/A
Univ Ca 3point509percent26 Pub Educ Due 05 15 26 Xtro Taxbl
Q1 2022 Filed on May 16, 2022
280,000
N/A
Unitedhealth Gro 3point35percent22 Due 07 15 22
Q1 2022 Filed on May 16, 2022
100,000
N/A
Wi St Trans 5percent25 Mtr Tax Due 07 01 25
Q1 2022 Filed on May 16, 2022
350,000
N/A
Us Treasur Nt 2percent07 22 Ust Note Due 07 31 22
Q1 2022 Filed on May 16, 2022
25,000
N/A
First Tr Portfolios
Q1 2022 Filed on May 16, 2022
2,515
N/A
Us Treasur Nt 2point5percent05 24 Ust Note Due 05 15 24
Q1 2022 Filed on May 16, 2022
60,000
N/A
Us Treasur Nt 2percent11 26 Ust Note Due 11 15 26
Q1 2022 Filed on May 16, 2022
40,000
N/A
SIVR
Abrdn Silver ETF Trust

ETFs
Q1 2022 Filed on May 16, 2022
507
$21.38 - $25.48 $10.8K - $12.9K
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