True Link Financial Advisors »

iShares S&P Conservative Allocatn Fd ETF shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link Financial Advisors investment in iShares S&P Conservative Allocatn Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Conservative Allocatn Fd ETF held by True Link Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.6M 47k 33.96
2023-06-30 $1.6M 47k 35.24
2023-03-31 $1.6M 47k 34.96
2022-12-31 $1.6M 47k 33.61
2022-09-30 $1.5M 47k 32.62
2022-06-30 $1.6M 47k 34.56
2022-03-31 $1.8M 47k 37.67
2021-12-31 $1.9M 47k 40.02
2021-09-30 $1.9M 48k 39.51
2021-06-30 $1.9M 47k 39.79
2021-03-31 $1.8M 47k 38.65
2020-12-31 $1.8M 47k 38.76

More positions owned by True Link Financial Advisors

Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Short Treasury Bond Etf Etf (SHV)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Dimensional International Value Etf Etf (DFIV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Vanguard Total International Bond Etf Etf (BNDX)
Dimensional International Core Equity Market Etf Etf (DFAI)
Lockheed Martin Corp Stock (LMT)

View all positions for True Link Financial Advisors

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Atlas Capital Advisors
Wells Fargo & Company
Raymond James & Associates
Lido Advisors
Win Advisors
Bank of America Corporation
Curran Financial Partners
Weaver Consulting Group
National Bank Of Canada /fi/
WNY Asset Management
Investment Advisory Group
Advisor Group Holdings
AE Wealth Management
Cambridge Investment Research Advisors
Retireful

View all funds holding iShares S&P Conservative Allocatn Fd ETF