John Boozman Republican · AR
Senate · in office · serving since 2001 · born December 10, 1950
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · House History · Bioguide
Every trade here is a legally required disclosure, not an allegation — timing can be coincidence. Weigh the pattern against the sources linked on each row.
Transactions
435
across 57 filings
Securities traded
128
51 active in 6 months
Disclosed range total
$946,435
sum of filed minimums
Trading timeline
Purchases 227 Sales 208
Higher marks are larger filed ranges (log scale). Hover a mark for the detail; click it to open that day's trades. Same-day trades in one band collapse into one mark with a count.
In plain language
Of 435 disclosed trades, 0 were flagged by the site's published rules.
None of these trades met the flagging rules. That is the ordinary result — most trades, by most members, are unremarkable.
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Campaign money 2028 cycle
Raised
$1,234,808
From individuals
$359,677
From PACs
$692,600
Cash on hand
$1,371,011
Campaign finance from the FEC, shown as context beside the trading record. We do not draw a line from any donor to any trade: the FEC's donor data cannot support that honestly, and inventing the link would be the kind of unsourced inference this site refuses. Read the two together and judge for yourself.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| Senator, AR | 112th–118th | 2011–2029 | moved to the Senate |
| AR-3 | 107th–111th | 2001–2011 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| Commission on Security and Cooperation in Europe | Member | 2 | majority | record |
| Senate Committee on Agriculture, Nutrition, and Forestry | Chairman | 1 | majority | record |
| Senate Committee on Appropriations | Member | 6 | majority | record |
| Senate Committee on Environment and Public Works | Member | 8 | majority | record |
| Senate Committee on Rules and Administration | Member | 9 | majority | record |
| Senate Committee on Veterans' Affairs | Member | 2 | majority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | Commission on Security and Cooperation in Europe | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Agriculture, Nutrition, and Forestry | Ranking Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Appropriations | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Environment and Public Works | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Veterans' Affairs | Member | 2023-02 → 2024-11 |
| 117th | Commission on Security and Cooperation in Europe | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on Agriculture, Nutrition, and Forestry | Ranking Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on Appropriations | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on Environment and Public Works | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on Veterans' Affairs | Member | 2021-01 → 2022-11 |
| 116th | Commission on Security and Cooperation in Europe | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Agriculture, Nutrition, and Forestry | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Appropriations | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Environment and Public Works | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on the Budget | Member | 2019-01 → 2019-01 |
| 116th | Senate Committee on Veterans' Affairs | Member | 2019-01 → 2020-12 |
| 115th | Commission on Security and Cooperation in Europe | Member | 2017-01 → 2018-12 |
| 115th | Joint Committee on Printing | Member | 2017-01 → 2017-03 |
| 115th | Senate Committee on Agriculture, Nutrition, and Forestry | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Appropriations | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Environment and Public Works | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on the Budget | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Veterans' Affairs | Member | 2017-01 → 2018-12 |
| 114th | Commission on Security and Cooperation in Europe | Member | 2015-02 → 2016-12 |
| 114th | Joint Committee on Printing | Member | 2015-07 → 2016-12 |
| 114th | Senate Committee on Agriculture, Nutrition, and Forestry | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Appropriations | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Environment and Public Works | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Rules and Administration | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Veterans' Affairs | Member | 2015-02 → 2016-12 |
| 113th | Commission on Security and Cooperation in Europe | Member | 2013-06 → 2014-11 |
| 113th | Senate Committee on Agriculture, Nutrition, and Forestry | Member | 2013-01 → 2014-11 |
| 113th | Senate Committee on Appropriations | Member | 2013-02 → 2014-11 |
| 113th | Senate Committee on Commerce, Science, and Transportation | Member | 2013-01 → 2013-01 |
| 113th | Senate Committee on Environment and Public Works | Member | 2013-01 → 2014-11 |
| 113th | Senate Committee on Veterans' Affairs | Member | 2013-01 → 2014-11 |
| 112th | Senate Committee on Agriculture, Nutrition, and Forestry | Member | 2012-11 → 2012-11 |
| 112th | Senate Committee on Commerce, Science, and Transportation | Member | 2012-11 → 2012-11 |
| 112th | Senate Committee on Environment and Public Works | Member | 2012-11 → 2012-11 |
| 112th | Senate Committee on Veterans' Affairs | Member | 2012-11 → 2012-11 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
| Ticker | Security | Sector | Trades (period) | Buys / Sells | Period value | Last trade |
|---|---|---|---|---|---|---|
| PALL | abrdn Physical Palladium Shares ETF | Capital Markets | 1 | 5 / 3 | $8,001 | 2026-06-25 |
| FTGC | First Trust Global Tactical Commodity S… | — | 3 | 5 / 4 | $24,002 | 2026-06-25 |
| TPYP | Tortoise North Amer Pipeline Fund | — | 2 | 1 / 5 | $16,001 | 2026-06-25 |
| IGV | iShares Expanded Tech-Software Sector E… | — | 1 | 1 / 0 | $8,001 | 2026-06-25 |
| IEF | iShares 7-10 Year Treasury Bond ETF | — | 3 | 6 / 3 | $24,002 | 2026-06-17 |
| ATO | Atmos Energy Corp | Utilities | 1 | 2 / 1 | $8,001 | 2026-06-12 |
| BSX | Boston Scientific Corporation Common St… | Medical Devices | 1 | 1 / 2 | $8,001 | 2026-06-04 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 1 | 2 / 1 | $8,001 | 2026-06-04 |
| CMBS | iShares CMBS Bond ETF | — | 4 | 6 / 5 | $32,002 | 2026-05-27 |
| AGZ | iShares Agency Bond ETF | — | 2 | 3 / 3 | $16,001 | 2026-05-27 |
| GBIL | Goldman Sachs Access Treasury 0-1 Year … | — | 1 | 1 / 4 | $8,001 | 2026-05-27 |
| GIGB | Goldman Sachs Access Investment Grade C… | — | 3 | 8 / 3 | $24,002 | 2026-05-27 |
| JMBS | Janus Henderson Mortgage-Backed Securit… | — | 4 | 8 / 4 | $32,002 | 2026-05-27 |
| MBB | iShares MBS ETF | — | 4 | 6 / 4 | $32,002 | 2026-05-27 |
| TLH | iShares 10-20 Year Treasury Bond ETF | — | 2 | 7 / 0 | $16,001 | 2026-05-27 |
| SCHP | Schwab U.S. TIPS ETF | — | 3 | 6 / 3 | $24,002 | 2026-05-27 |
| EFA | iShares MSCI EAFE ETF | — | 2 | 0 / 8 | $16,001 | 2026-05-27 |
| VEA | Vanguard FTSE Developed Markets ETF | — | 3 | 4 / 5 | $24,002 | 2026-05-27 |
| GEM | Goldman Sachs ActiveBeta Emerging Marke… | — | 2 | 3 / 4 | $16,001 | 2026-05-27 |
| IVV | iShares Core S&P 500 ETF | — | 2 | 2 / 6 | $16,001 | 2026-05-27 |
| VNQI | Vanguard Global ex-U.S. Real Estate ETF | — | 2 | 2 / 4 | $16,001 | 2026-05-27 |
| IWM | iShares Russell 2000 ETF | — | 2 | 1 / 5 | $16,001 | 2026-05-27 |
| LITP | Sprott Lithium Miners ETF | — | 2 | 2 / 3 | $16,001 | 2026-05-27 |
| RNWGX | New World Fund Inc. Cl R-6 | — | 2 | 4 / 2 | $16,001 | 2026-05-27 |
| EIPI | First Trust Exchange-Traded Fund VIII F… | — | 2 | 2 / 3 | $16,001 | 2026-05-27 |
| SPYM | Tradr 2X Long SPY Monthly ETF | — | 2 | 2 / 2 | $16,001 | 2026-05-27 |
| XTWO | BondBloxx Bloomberg Two Year Target Dur… | — | 2 | 2 / 0 | $40,501 | 2026-05-27 |
| XFIV | BondBloxx Bloomberg Five Year Target Du… | — | 2 | 2 / 0 | $83,001 | 2026-05-27 |
| ECL | Ecolab Inc | Chemicals | 2 | 1 / 2 | $16,001 | 2026-05-15 |
| PLTR | Palantir Technologies Inc. - Class A Co… | Software & IT Services | 1 | 1 / 0 | $8,001 | 2026-05-15 |
| ALB | Albemarle Corporation Common Stock (ALB) | Chemicals | 1 | 1 / 0 | $8,001 | 2026-05-15 |
| ACN | Accenture Plc | Business Services | 1 | 0 / 1 | $8,001 | 2026-05-15 |
| IEI | iShares 3-7 Year Treasury Bond ETF | — | 2 | 4 / 2 | $150,001 | 2026-05-13 |
| DVN | Devon Energy Corporation Common Stock (… | Oil & Gas | 1 | 1 / 0 | $8,001 | 2026-04-09 |
| TBLL | Invesco Short Term Treasury ETF | — | 1 | 8 / 4 | $8,001 | 2026-04-02 |
| CEG | Constellation Energy Corp | Utilities | 1 | 1 / 0 | $8,001 | 2026-04-02 |
| BBEU | JPMorgan BetaBuilders Europe ETF | — | 1 | 1 / 2 | $32,501 | 2026-03-19 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 1 | 6 / 0 | $8,001 | 2026-03-19 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2026-03-19 |
| ARES | Ares Management Corporation Class A Com… | Capital Markets | 1 | 1 / 0 | $8,001 | 2026-03-13 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 2 | 8 / 0 | $16,001 | 2026-03-05 |
| AMAT | Applied Materials, Inc. - Common Stock | Semiconductors | 1 | 2 / 3 | $8,001 | 2026-02-27 |
| NTAP | NetApp, Inc. | Technology Hardware | 1 | 1 / 0 | $8,001 | 2026-02-27 |
| KR | Kroger Company (KR) | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2026-02-26 |
| PG | Procter & Gamble Company (PG) | Chemicals | 1 | 0 / 1 | $8,001 | 2026-02-26 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 1 | 0 / 2 | $8,001 | 2026-02-19 |
| ADBE | Adobe Systems Inc | Software & IT Services | 1 | 2 / 1 | $8,001 | 2026-02-13 |
| SHY | iShares 1-3 Year Treasury Bond ETF | — | 1 | 5 / 4 | $32,501 | 2026-02-06 |
| UBER | Uber Technologies, Inc. Common Stock (U… | Business Services | 1 | 1 / 0 | $8,001 | 2026-02-06 |
| EMB | iShares J.P. Morgan USD Emerging Market… | — | 1 | 1 / 0 | $8,001 | 2026-02-06 |
| DBLEX | DoubleLine Emerging Markets Fixed Incom… | — | 1 | 0 / 1 | $8,001 | 2026-02-06 |
Values are the sum of filed range midpoints, not exact amounts — Congress discloses brackets. Because a transaction may be reported up to 45 days after it happens, this window reflects what has been disclosed, not necessarily everything already traded.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| IVW | iShares S&P 500 Growth ETF | — | 9 | 1 / 8 | $72,005 | 2024-05 → 2026-01 |
| ETN | Eaton Corporation, PLC Ordinary Shares … | Other | 3 | 3 / 0 | $24,002 | 2025-09 → 2026-01 |
| OMC | Omnicom Group Inc | Business Services | 3 | 0 / 3 | $24,002 | 2025-10 → 2026-01 |
| PYPL | Paypal Holdings | Business Services | 2 | 2 / 0 | $16,001 | 2025-11 → 2026-01 |
| FISV | Fiserv, Inc. - Common Stock (FISV) | Business Services | 2 | 0 / 2 | $16,001 | 2025-11 → 2026-01 |
| CVS | CVS Health Corporation Common Stock (CV… | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2026-01 → 2026-01 |
| CAT | Caterpillar, Inc. Common Stock (CAT) | Industrials | 1 | 1 / 0 | $8,001 | 2026-01 → 2026-01 |
| MU | Micron Technology | Semiconductors | 6 | 0 / 6 | $48,003 | 2025-06 → 2026-01 |
| DXCM | DexCom, Inc. - Common Stock (DXCM) | Medical Devices | 1 | 1 / 0 | $8,001 | 2026-01 → 2026-01 |
| PPLT | abrdn Physical Platinum Shares ETF | Capital Markets | 5 | 2 / 3 | $40,003 | 2023-12 → 2026-01 |
| MDY | S&P Midcap 400 SPDR | — | 5 | 1 / 4 | $40,003 | 2024-06 → 2026-01 |
| SLV | iShares Silver Trust | Capital Markets | 4 | 0 / 4 | $32,002 | 2025-08 → 2026-01 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 2 | 2 / 0 | $16,001 | 2025-12 → 2026-01 |
| V | Visa Inc. (V) | Business Services | 1 | 1 / 0 | $8,001 | 2026-01 → 2026-01 |
| LRCX | Lam Research Corp | Industrials | 6 | 0 / 6 | $48,003 | 2023-12 → 2026-01 |
| DIS | Walt Disney Company | Media & Entertainment | 2 | 1 / 1 | $16,001 | 2025-02 → 2026-01 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) | Media & Entertainment | 1 | 1 / 0 | $8,001 | 2026-01 → 2026-01 |
| XOM | Exxon Mobil Corp | Oil & Gas | 1 | 1 / 0 | $8,001 | 2026-01 → 2026-01 |
| SMCI | Super Micro Computer, Inc. - Common Sto… | Technology Hardware | 2 | 1 / 1 | $16,001 | 2025-12 → 2025-12 |
| IJR | S&P Smallcap Ishares Core ETF | — | 1 | 1 / 0 | $8,001 | 2025-12 → 2025-12 |
| KRE | SPDR S&P Regional Banking ETF | — | 1 | 0 / 1 | $8,001 | 2025-12 → 2025-12 |
| MSI | Motorola Solutions | Electronics | 3 | 2 / 1 | $24,002 | 2024-07 → 2025-12 |
| WFC | Wells Fargo & Company Common Stock (WFC) | Banking | 1 | 1 / 0 | $8,001 | 2025-12 → 2025-12 |
| ANET | Arista Networks, Inc. Common Stock (ANE… | Technology Hardware | 2 | 2 / 0 | $16,001 | 2025-11 → 2025-12 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 3 | 2 / 1 | $24,002 | 2025-08 → 2025-11 |
| WWSYX | Westwood Smallcap Fund Class Y | — | 3 | 2 / 1 | $24,002 | 2024-09 → 2025-11 |
| RNWAX | American Funds - New World Fund Inc Cla… | — | 1 | 0 / 1 | $8,001 | 2025-11 → 2025-11 |
| CRM | Salesforce Inc | Software & IT Services | 3 | 1 / 2 | $24,002 | 2025-01 → 2025-11 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 5 | 5 / 0 | $40,003 | 2025-02 → 2025-11 |
| META | Meta Platforms Inc | Software & IT Services | 7 | 7 / 0 | $56,004 | 2025-04 → 2025-11 |
| AAXJ | iShares MSCI All Country Asia ex Japan … | — | 2 | 1 / 1 | $16,001 | 2024-11 → 2025-11 |
| VWO | Vanguard FTSE Emerging Markets ETF | — | 2 | 1 / 1 | $16,001 | 2024-11 → 2025-11 |
| COLPAL | COLGATE PALMOLIVE LTD. | — | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-10 |
| COST | Costco Wholesale | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2025-10 → 2025-10 |
| EMLP | First Trust North American Energy Infra… | — | 4 | 0 / 4 | $56,502 | 2024-09 → 2025-10 |
| URNM | Sprott Uranium Miners ETF | — | 3 | 1 / 2 | $24,002 | 2025-02 → 2025-10 |
| IQV | Iqvia Holdings Inc | Business Services | 1 | 0 / 1 | $8,001 | 2025-10 → 2025-10 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 6 | 6 / 0 | $72,503 | 2024-07 → 2025-09 |
| TLT | iShares 20+ Year Treasury Bond ETF | — | 6 | 4 / 2 | $72,503 | 2023-11 → 2025-09 |
| ORCL | Oracle Corporation Common Stock (ORCL) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-09 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 2 | 0 / 2 | $16,001 | 2025-08 → 2025-08 |
| EMRZX | Emerging Markets Fund Class Z | — | 3 | 0 / 3 | $73,002 | 2025-08 → 2025-08 |
| AMD | Advanced Micro Devices, Inc. (AMD) | Semiconductors | 1 | 1 / 0 | $8,001 | 2025-08 → 2025-08 |
| GD | General Dynamics Corp | Industrials | 2 | 0 / 2 | $16,001 | 2025-05 → 2025-07 |
| WMT | Walmart Inc. Common Stock (WMT) | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2025-07 → 2025-07 |
| GE | General Electric Company | Electronics | 1 | 1 / 0 | $8,001 | 2025-07 → 2025-07 |
| MDLZ | Mondelez Intl Inc | Food & Beverage | 1 | 0 / 1 | $8,001 | 2025-07 → 2025-07 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 3 | 0 / 3 | $24,002 | 2025-02 → 2025-07 |
| HYG | iShares iBoxx $ High Yield Corporate Bo… | — | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-07 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) | Semiconductors | 3 | 3 / 0 | $24,002 | 2025-04 → 2025-06 |
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 2 | 2 / 0 | $16,001 | 2025-05 → 2025-05 |
| FBIN | Fortune Brands Innovations Inc | Materials | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| NRG | NRG Energy | Utilities | 2 | 1 / 1 | $16,001 | 2025-01 → 2025-05 |
| DTE | Dte Energy Company | Utilities | 3 | 0 / 3 | $24,002 | 2025-03 → 2025-05 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 4 | 4 / 0 | $32,002 | 2025-05 → 2025-05 |
| LOW | Lowe's Companies | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| VLO | Valero Energy Corp | Oil & Gas | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| GILD | Gilead Sciences Inc | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| BAC | Bank of America Corp | Banking | 2 | 0 / 2 | $16,001 | 2025-02 → 2025-04 |
| AXP | American Express Company | Banking | 2 | 2 / 0 | $16,001 | 2025-02 → 2025-02 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 3 | 2 / 1 | $24,002 | 2023-12 → 2025-02 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 2 | 2 / 0 | $16,001 | 2025-01 → 2025-02 |
| QSR | Restaurant Brands International | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2025-02 → 2025-02 |
| HPQ | HP Inc | Technology Hardware | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| SPY | SPDR S&P 500 | — | 3 | 2 / 1 | $24,002 | 2024-06 → 2025-01 |
| QQQ | Invesco QQQ Trust, Series 1 | — | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| EBAY | Ebay Inc | Business Services | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| CSCO | Cisco Systems Inc | Technology Hardware | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| SWKS | Skyworks Solutions, Inc. - Common Stock | Semiconductors | 1 | 0 / 1 | $8,001 | 2024-11 → 2024-11 |
| FI | Fiserv Inc | — | 1 | 0 / 1 | $8,001 | 2024-09 → 2024-09 |
| NMVZX | Nuance Mid Cap Value Fund Z Class | — | 2 | 1 / 1 | $16,001 | 2024-06 → 2024-06 |
| DALCX | Dean Mid Cap Value Fund No-Load | — | 1 | 1 / 0 | $8,001 | 2024-06 → 2024-06 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 1 | 0 / 1 | $8,001 | 2024-06 → 2024-06 |
| SCZ | iShares MSCI EAFE Small-Cap ETF | — | 1 | 1 / 0 | $32,501 | 2024-04 → 2024-04 |
| HES | Hess Corp | — | 1 | 0 / 1 | $8,001 | 2024-03 → 2024-03 |
| AES | The Aes Corp | Utilities | 1 | 0 / 1 | $8,001 | 2023-10 → 2023-10 |
| FEP | First Trust Europe AlphaDEX Fund | — | 1 | 0 / 1 | $32,501 | 2023-08 → 2023-08 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2026 | -6.9% | 34 | $272,017 |
| 2025 | +0.6% | 128 | $1,073,064 |
| 2024 | +0.4% | 25 | $298,013 |
| 2023 | -1.5% | 8 | $64,004 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2026-06-25 | FTGC | First Trust Global Tactical Commodity Strategy Fund | sell | $1,001 – $15,000 | joint | record |
| 2026-06-25 | TPYP | Tortoise North American Pipeline Fund | sell | $1,001 – $15,000 | joint | record |
| 2026-06-25 | PALL | abrdn Physical Palladium Shares ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-06-25 | IGV | iShares Expanded Tech-Software Sector ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-06-17 | IEF | iShares 7-10 Year Treasury Bond ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-06-17 | — | SCHP - Schwab U.S. TIPS ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-06-12 | ATO | Atmos Energy Corporation Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2026-06-12 | — | CEG - Constellation Energy Corporation - Common Stock When-Issued | buy | $1,001 – $15,000 | joint | record |
| 2026-06-04 | BSX | Boston Scientific Corporation Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2026-06-04 | UNH | UnitedHealth Group Incorporated Common Stock (DE) | buy | $1,001 – $15,000 | joint | record |
| 2026-05-27 | EIPI | FT Energy Income Partners Enhanced Income ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | FTGC | First Trust Global Tactical Commodity Strategy Fund | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | GEM | Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | EFA | iShares MSCI EAFE ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | IWM | iShares Russell 2000 ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | SPYM | Tradr 2X Long SPY Monthly ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | RNWGX | NEW WORLD FUND INC - Class R-6 | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | IVV | iShares Core S&P 500 ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | LITP | Sprott Lithium Miners ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | VNQI | Vanguard Global ex-U.S. Real Estate Index Fund - ETF Shares | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | VEA | Vanguard Developed Markets Index Fund - ETF Shares | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | EIPI | FT Energy Income Partners Enhanced Income ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | — | FTGC - First Trust Global Tactical Commodity Strategy Fund | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | GEM | Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | EFA | iShares MSCI EAFE ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | IWM | iShares Russell 2000 ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | — | SPYM - Tradr 2X Long SPY Monthly ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | RNWGX | NEW WORLD FUND INC - Class R-6 | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | IVV | iShares Core S&P 500 ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | LITP | Sprott Lithium Miners ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | VNQI | Vanguard Global ex-U.S. Real Estate Index Fund - ETF Shares | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | VEA | Vanguard Developed Markets Index Fund - ETF Shares | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | XTWO | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-05-27 | XFIV | BondBloxx Bloomberg Five Year Target Duration US Treasury ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-05-27 | GIGB | Goldman Sachs Access Investment Grade Corporate Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-05-27 | GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-05-27 | AGZ | iShares Agency Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-05-27 | MBB | iShares MBS ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-05-27 | CMBS | iShares CMBS ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-05-27 | TLH | iShares 10-20 Year Treasury Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-05-27 | IEF | iShares 7-10 Year Treasury Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-05-27 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-05-27 | SCHP | Schwab U.S. TIPS ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-05-15 | ACN | Accenture plc Class A Ordinary Shares (Ireland) | sell | $1,001 – $15,000 | joint | record |
| 2026-05-15 | ECL | Ecolab Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2026-05-15 | — | ACN - Accenture plc Class A Ordinary Shares (Ireland) | sell | $1,001 – $15,000 | joint | record |
| 2026-05-15 | ECL | Ecolab Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2026-05-15 | ALB | Albemarle Corporation Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2026-05-15 | PLTR | Palantir Technologies Inc. - Class A Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2026-05-13 | MBB | iShares MBS ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-13 | IEI | iShares 3-7 Year Treasury Bond ETF | sell | $50,001 – $100,000 | joint | record |
| 2026-05-13 | CMBS | iShares CMBS ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-13 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-13 | SCHP | Schwab U.S. TIPS ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-13 | MBB | iShares MBS ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-13 | IEI | iShares 3-7 Year Treasury Bond ETF | sell | $50,001 – $100,000 | joint | record |
| 2026-05-13 | CMBS | iShares CMBS ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-13 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-13 | SCHP | Schwab U.S. TIPS ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-05-13 | XFIV | BondBloxx Bloomberg Five Year Target Duration US Treasury ETF | buy | $50,001 – $100,000 | joint | record |
| 2026-05-13 | GIGB | Goldman Sachs Access Investment Grade Corporate Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-04-09 | DVN | Devon Energy Corporation Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2026-04-02 | TBLL | Invesco Short Term Treasury ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-04-02 | CEG | Constellation Energy Corporation - Common Stock When-Issued | buy | $1,001 – $15,000 | joint | record |
| 2026-03-20 | TPYP | Tortoise North American Pipeline Fund | sell | $1,001 – $15,000 | joint | record |
| 2026-03-20 | SPYM | Tradr 2X Long SPY Monthly ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-03-19 | BBEU | JPMorgan BetaBuilders Europe ETF | sell | $15,001 – $50,000 | joint | record |
| 2026-03-19 | JNJ | Johnson & Johnson Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2026-03-19 | FTGC | First Trust Global Tactical Commodity Strategy Fund | buy | $1,001 – $15,000 | joint | record |
| 2026-03-19 | NVDA | NVIDIA Corporation - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2026-03-19 | VEA | Vanguard Developed Markets Index Fund - ETF Shares | buy | $1,001 – $15,000 | joint | record |
| 2026-03-13 | ARES | Ares Management Corporation Class A Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2026-03-05 | MSFT | Microsoft Corporation - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2026-02-27 | AMAT | Applied Materials, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2026-02-27 | NTAP | NetApp, Inc. - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2026-02-26 | PG | Procter & Gamble Company (The) Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2026-02-26 | KR | Kroger Company (The) Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2026-02-19 | UNP | Union Pacific Corporation Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2026-02-13 | ADBE | Adobe Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2026-02-13 | MSFT | Microsoft Corporation - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2026-02-06 | DBLEX | DoubleLine Emerging Markets Fixed Income Fund - Class I | sell | $1,001 – $15,000 | joint | record |
| 2026-02-06 | AGZ | iShares Agency Bond ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-02-06 | MBB | iShares MBS ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-02-06 | SHY | iShares 1-3 Year Treasury Bond ETF | sell | $15,001 – $50,000 | joint | record |
| 2026-02-06 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-02-06 | XTWO | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF | buy | $15,001 – $50,000 | joint | record |
| 2026-02-06 | GIGB | Goldman Sachs Access Investment Grade Corporate Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-02-06 | CMBS | iShares CMBS ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-02-06 | EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-02-06 | TLH | iShares 10-20 Year Treasury Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-02-06 | IEF | iShares 7-10 Year Treasury Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-02-06 | UBER | Uber Technologies, Inc. Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2026-01-29 | FISV | Fiserv Inc | sell | $1,001 – $15,000 | joint | record |
| 2026-01-29 | IVW | iShares S&P 500 Growth ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-01-29 | OMC | Omnicom Group Inc | sell | $1,001 – $15,000 | joint | record |
| 2026-01-29 | UNP | Union Pacific Corp | sell | $1,001 – $15,000 | joint | record |
| 2026-01-29 | CAT | Caterpillar Inc | buy | $1,001 – $15,000 | joint | record |
| 2026-01-29 | CVS | CVS Corp | buy | $1,001 – $15,000 | joint | record |
| 2026-01-29 | ETN | Eaton Corp | buy | $1,001 – $15,000 | joint | record |
| 2026-01-29 | PYPL | Paypal Holdings | buy | $1,001 – $15,000 | joint | record |
| 2026-01-26 | MU | Micron Technology | sell | $1,001 – $15,000 | joint | record |
| 2026-01-26 | DXCM | Dexcom Inc | buy | $1,001 – $15,000 | joint | record |
| 2026-01-23 | PALL | abrdn Physical Palladium Shares ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-01-23 | PPLT | abrdn Physical Platinum Shares ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-01-23 | SLV | iShares Silver Trust | sell | $1,001 – $15,000 | joint | record |
| 2026-01-23 | IWM | iShares Russell 2000 ETF | sell | $1,001 – $15,000 | joint | record |
| 2026-01-23 | MDY | SPDR S&P MidCap 400 ETF Trust | sell | $1,001 – $15,000 | joint | record |
| 2026-01-23 | SPYM | SPYM | sell | $1,001 – $15,000 | joint | record |
| 2026-01-23 | EIPI | First Trust Exchange-Traded Fund VIII FT Energy In | buy | $1,001 – $15,000 | joint | record |
| 2026-01-23 | FTGC | First Trust Global Tactical Commodity Strategy Fun | buy | $1,001 – $15,000 | joint | record |
| 2026-01-23 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity E | buy | $1,001 – $15,000 | joint | record |
| 2026-01-23 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | buy | $1,001 – $15,000 | joint | record |
| 2026-01-23 | TBLL | Invesco Short Term Treasury ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-01-23 | MBB | iShares MBS ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-01-23 | CMBS | iShares CMBS Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-01-23 | IVV | iShares Core S&P 500 ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-01-23 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-01-23 | RNWGX | New World Fund Inc. Cl R-6 | buy | $1,001 – $15,000 | joint | record |
| 2026-01-23 | LITP | Sprott Lithium Miners ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-01-23 | TPYP | Tortoise Capital Series Trust Tortoise North Ameri | buy | $1,001 – $15,000 | joint | record |
| 2026-01-23 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | buy | $1,001 – $15,000 | joint | record |
| 2026-01-15 | OMC | Omnicom Group Inc | sell | $1,001 – $15,000 | joint | record |
| 2026-01-15 | AAPL | Apple Inc | buy | $1,001 – $15,000 | joint | record |
| 2026-01-15 | V | Visa Inc | buy | $1,001 – $15,000 | joint | record |
| 2026-01-08 | LRCX | Lam Research Corp | sell | $1,001 – $15,000 | joint | record |
| 2026-01-08 | MU | Micron Technology | sell | $1,001 – $15,000 | joint | record |
| 2026-01-08 | DIS | Walt Disney Company | buy | $1,001 – $15,000 | joint | record |
| 2026-01-08 | XOM | Exxon Mobil Corp | buy | $1,001 – $15,000 | joint | record |
| 2026-01-08 | NFLX | Netflix Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-12-31 | SMCI | Super Micro Computer, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2025-12-31 | IVW | iShares S&P 500 Growth ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-12-26 | KRE | SPDR S&P Regional Banking ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-12-26 | IJR | iShares Core S&P Small-Cap ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-12-24 | PALL | abrdn Physical Palladium Shares ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-12-24 | PPLT | abrdn Physical Platinum Shares ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-12-24 | SLV | iShares Silver Trust | sell | $1,001 – $15,000 | joint | record |
| 2025-12-24 | SPYM | State Street SPDR Portfolio S&P 500 ETF | buy | $15,001 – $50,000 | joint | record |
| 2025-12-17 | BSX | Boston Scientific Corp | sell | $1,001 – $15,000 | joint | record |
| 2025-12-17 | MSI | Motorola Solutions, Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2025-12-17 | AAPL | Apple Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-12-17 | MSFT | Microsoft Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-12-17 | WFC | Wells Fargo & Company | buy | $1,001 – $15,000 | joint | record |
| 2025-12-11 | TBLL | Invesco Short Term Treasury ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-12-11 | ANET | Arista Networks, Inc. Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2025-12-11 | SMCI | Super Micro Computer | buy | $1,001 – $15,000 | joint | record |
| 2025-11-21 | EIPI | First Trust Exchange-Traded Fund VIII FT Energy In | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | FTGC | First Trust Global Tactical Commodity Strategy Fun | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | FISV | Fiserv Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | IWM | iShares Russell 2000 ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | IVV | iShares Core S&P 500 ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | LLY | Eli Lilly and Company | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | TPYP | Tortoise North Amer Pipeline Fund | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | VEA | Vanguard FTSE Developed Markets ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | buy | $1,001 – $15,000 | joint | record |
| 2025-11-21 | MBB | iShares MBS ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-11-21 | CMBS | iShares CMBS Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-11-21 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-11-21 | PYPL | Paypal Holdings | buy | $1,001 – $15,000 | joint | record |
| 2025-11-21 | MDY | S&P Midcap 400 SPDR | buy | $1,001 – $15,000 | joint | record |
| 2025-11-20 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity E | sell | $1,001 – $15,000 | joint | record |
| 2025-11-20 | EFA | iShares MSCI EAFE ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-11-20 | RNWAX | American Funds - New World Fund Inc Class R-1 Sh | sell | $1,001 – $15,000 | joint | record |
| 2025-11-20 | WWSYX | Westwood Smallcap Fund Class Y | buy | $1,001 – $15,000 | joint | record |
| 2025-11-13 | CRM | Salesforce Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-11-13 | AMZN | Amazon.com Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-11-13 | ANET | Arista Networks Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-11-13 | META | META | buy | $1,001 – $15,000 | joint | record |
| 2025-11-06 | AAXJ | iShares MSCI All Country Asia ex Japan ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-11-06 | VWO | Vanguard FTSE Emerging Markets ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-11-06 | VEA | Vanguard FTSE Developed Markets ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-11-03 | TPYP | Tortoise North American Pipeline ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-10-31 | OMC | Omnicom Group Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-10-31 | META | Meta Platforms Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-10-09 | COLPAL | COLGATE PALMOLIVE LTD. | sell | $1,001 – $15,000 | joint | record |
| 2025-10-09 | COST | Costco Wholesale | buy | $1,001 – $15,000 | joint | record |
| 2025-10-03 | EMLP | First Trust North American Energy Infrastructure F | sell | $15,001 – $50,000 | joint | record |
| 2025-10-03 | SLV | iShares Silver Trust | sell | $1,001 – $15,000 | joint | record |
| 2025-10-03 | LITP | Sprott Lithium Miners ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-10-03 | URNM | Sprott Uranium Miners ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-10-03 | EIPI | First Trust Exchange-Traded Fund VIII FT Energy In | buy | $15,001 – $50,000 | joint | record |
| 2025-10-03 | FTGC | First Trust Global Tactical Commodity Strategy Fun | buy | $1,001 – $15,000 | joint | record |
| 2025-10-02 | IQV | Iqvia Holdings Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-09-17 | GOOGL | Alphabet Cl A | buy | $1,001 – $15,000 | joint | record |
| 2025-09-17 | MU | Micron Technology | sell | $1,001 – $15,000 | joint | record |
| 2025-09-17 | GOOGL | Alphabet Cl A | buy | $15,001 – $50,000 | joint | record |
| 2025-09-16 | IEI | iShares 3-7 Year Treasury Bond ETF | buy | $15,001 – $50,000 | joint | record |
| 2025-09-16 | SHY | iShares 1-3 Year Treasury Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-09-16 | IEF | iShares 7-10 Year Treasury Bond ETF | buy | $15,001 – $50,000 | joint | record |
| 2025-09-16 | SCHP | Schwab U.S. TIPS ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-09-16 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | sell | $1,001 – $15,000 | joint | record |
| 2025-09-16 | GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-09-16 | AGZ | iShares Agency Bond ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-09-16 | MBB | iShares MBS ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-09-16 | TLT | iShares 20+ Year Treasury Bond ETF | sell | $15,001 – $50,000 | joint | record |
| 2025-09-16 | CMBS | iShares CMBS Bond ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-09-16 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-09-16 | IEI | iShares 3-7 Year Treasury Bond ETF | buy | $15,001 – $50,000 | joint | record |
| 2025-09-16 | SHY | iShares 1-3 Year Treasury Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-09-16 | IEF | iShares 7-10 Year Treasury Bond ETF | buy | $15,001 – $50,000 | joint | record |