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Lloyds TSB shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link Financial Advisors investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by True Link Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6k 912 5.03

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p 500 Etf Etf (IVV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Dimensional International Value Etf Etf (DFIV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Msci Europe Etf Etf (IEUR)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for True Link Financial Advisors

Top funds holding Lloyds TSB

Fisher Investments
Mondrian Investment Partners
FMR
WCM Investment Management
Morgan Stanley
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
CIBC Bancorp USA
Atlantic Trust
Northern Trust
Dimensional Fund Advisors
Envestnet Asset Management
Jane Street
BlackRock
American Century Companies

View all funds holding Lloyds TSB