Congressional trades
John Boozman stock trades
- Most recent buys: OTIS (Aug 27, 2026, -8% since), SPYM (Aug 20, 2026, +2% since), IJR (Aug 19, 2026, -6% since).
- 95 of the 169 purchases we can price are higher today. The median one is +5%, against +18% for the S&P 500 over the same holding periods.
- Largest disclosed buy: $50,001 - $100,000 of XFIV on May 13, 2026.
Price changes use the closing price on each trade date, not the price actually paid, and ignore dividends. Filings report amounts only as ranges, so these figures show direction, not anyone's actual profit.
John Boozman reported 394 transactions in 48 disclosure filings with the Senate eFD for 2025–2026: 205 purchases and 189 sales across 127 stocks, with trade dates from Dec 23, 2024 to Aug 27, 2026. The most-traded stock is TBLL (11 trades). The median gap between trade date and filing date is 27 days, and 48 trades were reported more than 45 days after it happened.
John Boozman is a US Senator from Arkansas and the ranking member on agriculture policy.
- 394
- 2025–2026
- 205 / 189
- $793K – $6.8M
- sum of reported ranges
- #10
- of 176 filers by row count
Republican · AR · Latest filing 2026-09-11. Ranges are the filed brackets; no midpoint estimates or portfolio value are inferred.
Would copying these trades beat the S&P 500?Most-traded tickers
The 12 most-reported tickers, ranked by transaction count. Tickers with three or more rows for this member link to a dedicated page; others link to the all-Congress ticker page or the company profile.
| Ticker | Rows | Buys | Sells | Last trade |
|---|---|---|---|---|
| TBLL Invesco Short Term Treasury ETF | 11 | 7 | 4 | 2026-04-02 |
| FTGC First Trust Global Tactical Commodity Strategy Fund | 9 | 4 | 5 | 2026-06-25 |
| MSFT Microsoft Corporation - Common Stock | 9 | 9 | 0 | 2026-03-05 |
| CMBS iShares CMBS ETF | 8 | 5 | 3 | 2026-05-27 |
| GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF | 8 | 6 | 2 | 2026-05-27 |
| IVW iShares S&P 500 Growth ETF | 8 | 1 | 7 | 2026-01-29 |
| JMBS Janus Henderson Mortgage-Backed Securities ETF | 8 | 4 | 4 | 2026-05-27 |
| MBB iShares MBS ETF | 8 | 4 | 4 | 2026-05-27 |
| GEM Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF | 7 | 2 | 5 | 2026-05-27 |
| IVV iShares Core S&P 500 ETF | 7 | 1 | 6 | 2026-08-27 |
| META Meta Platforms Inc | 7 | 7 | 0 | 2025-10-31 |
| RNWGX NEW WORLD FUND INC - Class R-6 | 7 | 4 | 3 | 2026-05-27 |
Disclosure profile
- Periodic reports parsed
- 48
- Distinct tickers
- 127
- First / last trade
- 2024-12-23 → 2026-08-27
- Median filing lag
- 27 days
- Rows filed after 45 days
- 48
- Reported owner
- Joint 394
How long disclosure took
Days from trade date to filing date for 394 rows. The STOCK Act allows 30 days from notification and no more than 45 days from the trade. A late row is a timing fact, not evidence of wrongdoing.
- 0–15 days
- 36
- 16–30 days
- 208
- 31–45 days
- 102
- Over 45 days
- 48
- Median / longest
- 27d / 499d
Source documents
48 Senate eFD periodic transaction reports, newest first. Each link opens the official filing.
- #0632f542-7ac2-46e4-bd9c-603e3673f0cdFiled 2026-09-11 · 5 rows
- #6298991b-e48f-4b11-9bbb-dfc94a7e1b32Filed 2026-09-11 · 4 rows
- #51455bcd-4966-4e77-b481-09897ada81aeFiled 2026-08-24 · 14 rows
- #f727289a-4d72-4c90-a3ea-63d5bcd23398Filed 2026-08-20 · 9 rows
- #28e465df-caf1-4a98-8ebc-605e1e1ba99bFiled 2026-08-17 · 4 rows
- #4184cc9a-78e0-45f3-84f7-642011e6ff98Filed 2026-08-17 · 6 rows
- #4a558db2-e492-4e8f-8a28-7b703a5c8e08Filed 2026-08-17 · 6 rows
- #9c0b720d-7e27-4b02-8cf5-a85ba88c9543Filed 2026-07-13 · 5 rows
- #c52854ed-a778-483a-883c-0ba2bba17877Filed 2026-07-13 · 5 rows
- #2e076759-19df-458d-a3be-53610b8be5d0Filed 2026-06-16 · 15 rows
- #727b4eb6-d8c7-4792-aa5b-c651c2d72f9cFiled 2026-06-16 · 18 rows
- #a9754ff5-901a-4877-b7be-a647bd361c52Filed 2026-06-16 · 18 rows
36 older filings are linked from the transaction table.
What John Boozman's filings don’t tell you
A disclosure row records a trade date, an amount bracket, and who owned the asset. It does not say why the trade was made, whether the position is still held, or anything about the business behind the ticker: revenue trends, margins, balance-sheet risk, or valuation. Those answers are in company filings, not congressional ones.
- Microsoft Corporation financials and filings
Audited SEC figures, what moves MSFT, and primary sources.
Compare ADBE vs MSFT side by side - Meta Platforms, Inc. financials and filings
Audited SEC figures, what moves META, and primary sources.
Compare GOOG vs META side by side - Micron Technology, Inc. financials and filings
Audited SEC figures, what moves MU, and primary sources.
Compare AMAT vs MU side by side
To work through a company yourself, use our stock research checklist. Members get the full version of that work: one sourced investment call a month, with the numbers and the risks that would change the view.
Members-only research
We've researched stocks John Boozman traded
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Micron’s HBM capacity thesis as the evidence stood on December 18, 2025.
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NVIDIA has found a way to turn knowledge of its own roadmap into a lower cost of capital for its customers. The result could move AI infrastructure from venture equity into private credit, insurance balance sheets and securitized debt.
The thesis, the numbers behind it, and what would break it. Full access is $39 a month.
Read the full researchAll verified transactions
Parsed from official Senate eFD periodic transaction reports for 2025 and 2026. Sort any column, filter by type or reported owner, and open the filing date to read the source filing. Amounts are the ranges reported on the filing.
394 of 394 rows
| Type | Owner | ||||
|---|---|---|---|---|---|
iShares Core S&P 500 ETF IVV | Sale | Joint | $1,001 - $15,000 | 2026-09-11 #6298991b-e48f-4b11-9bbb-dfc94a7e1b32 | |
Otis Worldwide Corporation Common Stock OTIS | Purchase | Joint | $1,001 - $15,000 | 2026-09-11 #0632f542-7ac2-46e4-bd9c-603e3673f0cd | |
Johnson & Johnson Common Stock JNJ | Sale | Joint | $1,001 - $15,000 | 2026-09-11 #6298991b-e48f-4b11-9bbb-dfc94a7e1b32 | |
Tradr 2X Long SPY Monthly ETF SPYM | Purchase | Joint | $1,001 - $15,000 | 2026-09-11 #0632f542-7ac2-46e4-bd9c-603e3673f0cd | |
Westwood Quality SmallCap Fund - Westwood Quality SmallCap Fund Ultra Shares WWSYX | Sale | Joint | $15,001 - $50,000 | 2026-09-11 #6298991b-e48f-4b11-9bbb-dfc94a7e1b32 | |
iShares Core S&P Small-Cap ETF IJR | Purchase | Joint | $1,001 - $15,000 | 2026-09-11 #0632f542-7ac2-46e4-bd9c-603e3673f0cd | |
Avantis U.S. Small Cap Value ETF AVUV | Purchase | Joint | $1,001 - $15,000 | 2026-09-11 #0632f542-7ac2-46e4-bd9c-603e3673f0cd | |
Constellation Energy Corporation - Common Stock When-Issued CEG | Sale | Joint | $1,001 - $15,000 | 2026-09-11 #6298991b-e48f-4b11-9bbb-dfc94a7e1b32 | |
First Solar, Inc. - Common Stock FSLR | Purchase | Joint | $1,001 - $15,000 | 2026-09-11 #0632f542-7ac2-46e4-bd9c-603e3673f0cd | |
Cboe Global Markets, Inc. Common Stock CBOE | Sale | Joint | $1,001 - $15,000 | 2026-08-17 #28e465df-caf1-4a98-8ebc-605e1e1ba99b | |
PayPal Holdings, Inc. - Common Stock PYPL | Purchase | Joint | $1,001 - $15,000 | 2026-08-17 #4184cc9a-78e0-45f3-84f7-642011e6ff98 | |
PayPal Holdings, Inc. - Common Stock PYPL | Purchase | Joint | $1,001 - $15,000 | 2026-08-17 #4a558db2-e492-4e8f-8a28-7b703a5c8e08 | |
JP Morgan Chase & Co. Common Stock JPM | Sale | Joint | $1,001 - $15,000 | 2026-08-17 #28e465df-caf1-4a98-8ebc-605e1e1ba99b | |
Tradr 2X Long SPY Monthly ETF SPYM | Purchase | Joint | $1,001 - $15,000 | 2026-08-17 #4184cc9a-78e0-45f3-84f7-642011e6ff98 | |
Tradr 2X Long SPY Monthly ETF SPYM | Purchase | Joint | $1,001 - $15,000 | 2026-08-17 #4a558db2-e492-4e8f-8a28-7b703a5c8e08 | |
Home Depot, Inc. (The) Common Stock HD | Sale | Joint | $1,001 - $15,000 | 2026-08-17 #28e465df-caf1-4a98-8ebc-605e1e1ba99b | |
Aptiv PLC Ordinary Shares APTV | Purchase | Joint | $1,001 - $15,000 | 2026-08-17 #4184cc9a-78e0-45f3-84f7-642011e6ff98 | |
Aptiv PLC Ordinary Shares APTV | Purchase | Joint | $1,001 - $15,000 | 2026-08-17 #4a558db2-e492-4e8f-8a28-7b703a5c8e08 | |
The Travelers Companies, Inc. Common Stock TRV | Sale | Joint | $1,001 - $15,000 | 2026-08-17 #28e465df-caf1-4a98-8ebc-605e1e1ba99b | |
Estee Lauder Companies, Inc. (The) Common Stock EL | Purchase | Joint | $1,001 - $15,000 | 2026-08-17 #4184cc9a-78e0-45f3-84f7-642011e6ff98 | |
Chevron Corporation Common Stock CVX | Purchase | Joint | $1,001 - $15,000 | 2026-08-17 #4184cc9a-78e0-45f3-84f7-642011e6ff98 | |
Tradr 2X Long SPY Monthly ETF SPYM | Purchase | Joint | $1,001 - $15,000 | 2026-08-17 #4184cc9a-78e0-45f3-84f7-642011e6ff98 | |
Estee Lauder Companies, Inc. (The) Common Stock EL | Purchase | Joint | $1,001 - $15,000 | 2026-08-17 #4a558db2-e492-4e8f-8a28-7b703a5c8e08 | |
Chevron Corporation Common Stock CVX | Purchase | Joint | $1,001 - $15,000 | 2026-08-17 #4a558db2-e492-4e8f-8a28-7b703a5c8e08 | |
SPYM - Tradr 2X Long SPY Monthly ETF | Purchase | Joint | $1,001 - $15,000 | 2026-08-17 #4a558db2-e492-4e8f-8a28-7b703a5c8e08 | |
Tortoise North American Pipeline Fund TPYP | Sale | Joint | $1,001 - $15,000 | 2026-07-13 #c52854ed-a778-483a-883c-0ba2bba17877 | |
First Trust Global Tactical Commodity Strategy Fund FTGC | Sale | Joint | $1,001 - $15,000 | 2026-07-13 #c52854ed-a778-483a-883c-0ba2bba17877 | |
iShares Expanded Tech-Software Sector ETF IGV | Purchase | Joint | $1,001 - $15,000 | 2026-07-13 #9c0b720d-7e27-4b02-8cf5-a85ba88c9543 | |
abrdn Physical Palladium Shares ETF PALL | Purchase | Joint | $1,001 - $15,000 | 2026-07-13 #9c0b720d-7e27-4b02-8cf5-a85ba88c9543 | |
iShares 7-10 Year Treasury Bond ETF IEF | Sale | Joint | $1,001 - $15,000 | 2026-07-13 #c52854ed-a778-483a-883c-0ba2bba17877 | |
SCHP - Schwab U.S. TIPS ETF | Purchase | Joint | $1,001 - $15,000 | 2026-07-13 #9c0b720d-7e27-4b02-8cf5-a85ba88c9543 | |
Atmos Energy Corporation Common Stock ATO | Sale | Joint | $1,001 - $15,000 | 2026-07-13 #c52854ed-a778-483a-883c-0ba2bba17877 | |
CEG - Constellation Energy Corporation - Common Stock When-Issued | Purchase | Joint | $1,001 - $15,000 | 2026-07-13 #9c0b720d-7e27-4b02-8cf5-a85ba88c9543 | |
Boston Scientific Corporation Common Stock BSX | Sale | Joint | $1,001 - $15,000 | 2026-07-13 #c52854ed-a778-483a-883c-0ba2bba17877 | |
UnitedHealth Group Incorporated Common Stock (DE) UNH | Purchase | Joint | $1,001 - $15,000 | 2026-07-13 #9c0b720d-7e27-4b02-8cf5-a85ba88c9543 | |
Vanguard Developed Markets Index Fund - ETF Shares VEA | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
Vanguard Global ex-U.S. Real Estate Index Fund - ETF Shares VNQI | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
Sprott Lithium Miners ETF LITP | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
iShares Core S&P 500 ETF IVV | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
NEW WORLD FUND INC - Class R-6 RNWGX | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
Tradr 2X Long SPY Monthly ETF SPYM | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
iShares Russell 2000 ETF IWM | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
iShares MSCI EAFE ETF EFA | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF GEM | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
First Trust Global Tactical Commodity Strategy Fund FTGC | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
FT Energy Income Partners Enhanced Income ETF EIPI | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
Vanguard Developed Markets Index Fund - ETF Shares VEA | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
Vanguard Global ex-U.S. Real Estate Index Fund - ETF Shares VNQI | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
Sprott Lithium Miners ETF LITP | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
iShares Core S&P 500 ETF IVV | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
NEW WORLD FUND INC - Class R-6 RNWGX | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
SPYM - Tradr 2X Long SPY Monthly ETF | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
iShares Russell 2000 ETF IWM | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
iShares MSCI EAFE ETF EFA | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF GEM | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
FTGC - First Trust Global Tactical Commodity Strategy Fund | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
FT Energy Income Partners Enhanced Income ETF EIPI | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
Schwab U.S. TIPS ETF SCHP | Purchase | Joint | $1,001 - $15,000 | 2026-06-16 #2e076759-19df-458d-a3be-53610b8be5d0 | |
Janus Henderson Mortgage-Backed Securities ETF JMBS | Purchase | Joint | $1,001 - $15,000 | 2026-06-16 #2e076759-19df-458d-a3be-53610b8be5d0 | |
iShares 7-10 Year Treasury Bond ETF IEF | Purchase | Joint | $1,001 - $15,000 | 2026-06-16 #2e076759-19df-458d-a3be-53610b8be5d0 | |
iShares 10-20 Year Treasury Bond ETF TLH | Purchase | Joint | $1,001 - $15,000 | 2026-06-16 #2e076759-19df-458d-a3be-53610b8be5d0 | |
iShares CMBS ETF CMBS | Purchase | Joint | $1,001 - $15,000 | 2026-06-16 #2e076759-19df-458d-a3be-53610b8be5d0 | |
iShares MBS ETF MBB | Purchase | Joint | $1,001 - $15,000 | 2026-06-16 #2e076759-19df-458d-a3be-53610b8be5d0 | |
iShares Agency Bond ETF AGZ | Purchase | Joint | $1,001 - $15,000 | 2026-06-16 #2e076759-19df-458d-a3be-53610b8be5d0 | |
Goldman Sachs Access Treasury 0-1 Year ETF GBIL | Purchase | Joint | $1,001 - $15,000 | 2026-06-16 #2e076759-19df-458d-a3be-53610b8be5d0 | |
Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB | Purchase | Joint | $1,001 - $15,000 | 2026-06-16 #2e076759-19df-458d-a3be-53610b8be5d0 | |
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV | Purchase | Joint | $1,001 - $15,000 | 2026-06-16 #2e076759-19df-458d-a3be-53610b8be5d0 | |
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO | Purchase | Joint | $1,001 - $15,000 | 2026-06-16 #2e076759-19df-458d-a3be-53610b8be5d0 | |
Ecolab Inc. Common Stock ECL | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
Accenture plc Class A Ordinary Shares (Ireland) ACN | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
Ecolab Inc. Common Stock ECL | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
ACN - Accenture plc Class A Ordinary Shares (Ireland) | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
Palantir Technologies Inc. - Class A Common Stock PLTR | Purchase | Joint | $1,001 - $15,000 | 2026-06-16 #2e076759-19df-458d-a3be-53610b8be5d0 | |
Albemarle Corporation Common Stock ALB | Purchase | Joint | $1,001 - $15,000 | 2026-06-16 #2e076759-19df-458d-a3be-53610b8be5d0 | |
Schwab U.S. TIPS ETF SCHP | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
Janus Henderson Mortgage-Backed Securities ETF JMBS | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
iShares CMBS ETF CMBS | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
iShares 3-7 Year Treasury Bond ETF IEI | Sale | Joint | $50,001 - $100,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
iShares MBS ETF MBB | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #727b4eb6-d8c7-4792-aa5b-c651c2d72f9c | |
Schwab U.S. TIPS ETF SCHP | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
Janus Henderson Mortgage-Backed Securities ETF JMBS | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
iShares CMBS ETF CMBS | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
iShares 3-7 Year Treasury Bond ETF IEI | Sale | Joint | $50,001 - $100,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
iShares MBS ETF MBB | Sale | Joint | $1,001 - $15,000 | 2026-06-16 #a9754ff5-901a-4877-b7be-a647bd361c52 | |
Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB | Purchase | Joint | $1,001 - $15,000 | 2026-06-16 #2e076759-19df-458d-a3be-53610b8be5d0 | |
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV | Purchase | Joint | $50,001 - $100,000 | 2026-06-16 #2e076759-19df-458d-a3be-53610b8be5d0 | |
Devon Energy Corporation Common Stock DVN | Purchase | Joint | $1,001 - $15,000 | 2026-05-08 #f148dc2e-d440-4759-be4d-f000c1cd6e89 | |
Invesco Short Term Treasury ETF TBLL | Sale | Joint | $1,001 - $15,000 | 2026-05-08 #c99d5ebd-82ce-439c-a678-014946f46c50 | |
Constellation Energy Corporation - Common Stock When-Issued CEG | Purchase | Joint | $1,001 - $15,000 | 2026-05-08 #f148dc2e-d440-4759-be4d-f000c1cd6e89 | |
Tortoise North American Pipeline Fund TPYP | Sale | Joint | $1,001 - $15,000 | 2026-04-14 #e9d6ab5f-3a50-49bc-9f00-3ef4655045aa | |
Tradr 2X Long SPY Monthly ETF SPYM | Purchase | Joint | $1,001 - $15,000 | 2026-04-14 #88c765c5-6550-47af-a81d-2e052c1c1b7e | |
Johnson & Johnson Common Stock JNJ | Sale | Joint | $1,001 - $15,000 | 2026-04-14 #e9d6ab5f-3a50-49bc-9f00-3ef4655045aa | |
JPMorgan BetaBuilders Europe ETF BBEU | Sale | Joint | $15,001 - $50,000 | 2026-04-14 #e9d6ab5f-3a50-49bc-9f00-3ef4655045aa | |
Vanguard Developed Markets Index Fund - ETF Shares VEA | Purchase | Joint | $1,001 - $15,000 | 2026-04-14 #88c765c5-6550-47af-a81d-2e052c1c1b7e | |
NVIDIA Corporation - Common Stock NVDA | Purchase | Joint | $1,001 - $15,000 | 2026-04-14 #88c765c5-6550-47af-a81d-2e052c1c1b7e | |
First Trust Global Tactical Commodity Strategy Fund FTGC | Purchase | Joint | $1,001 - $15,000 | 2026-04-14 #88c765c5-6550-47af-a81d-2e052c1c1b7e | |
Ares Management Corporation Class A Common Stock ARES | Purchase | Joint | $1,001 - $15,000 | 2026-04-14 #88c765c5-6550-47af-a81d-2e052c1c1b7e | |
Microsoft Corporation - Common Stock MSFT | Purchase | Joint | $1,001 - $15,000 | 2026-04-14 #88c765c5-6550-47af-a81d-2e052c1c1b7e | |
Applied Materials, Inc. - Common Stock AMAT | Sale | Joint | $1,001 - $15,000 | 2026-03-06 #2b56957f-6859-43e2-a447-898509c7f142 | |
NetApp, Inc. - Common Stock NTAP | Purchase | Joint | $1,001 - $15,000 | 2026-03-06 #141ea86c-9411-4d3f-ae9b-ce6e5e8065d1 | |
Procter & Gamble Company (The) Common Stock PG | Sale | Joint | $1,001 - $15,000 | 2026-03-06 #2b56957f-6859-43e2-a447-898509c7f142 | |
Kroger Company (The) Common Stock KR | Purchase | Joint | $1,001 - $15,000 | 2026-03-06 #141ea86c-9411-4d3f-ae9b-ce6e5e8065d1 | |
Union Pacific Corporation Common Stock UNP | Sale | Joint | $1,001 - $15,000 | 2026-03-06 #2b56957f-6859-43e2-a447-898509c7f142 | |
Adobe Inc. - Common Stock ADBE | Sale | Joint | $1,001 - $15,000 | 2026-03-06 #2b56957f-6859-43e2-a447-898509c7f142 | |
Microsoft Corporation - Common Stock MSFT | Purchase | Joint | $1,001 - $15,000 | 2026-03-06 #141ea86c-9411-4d3f-ae9b-ce6e5e8065d1 | |
Janus Henderson Mortgage-Backed Securities ETF JMBS | Sale | Joint | $1,001 - $15,000 | 2026-03-06 #2b56957f-6859-43e2-a447-898509c7f142 | |
iShares 1-3 Year Treasury Bond ETF SHY | Sale | Joint | $15,001 - $50,000 | 2026-03-06 #2b56957f-6859-43e2-a447-898509c7f142 | |
iShares MBS ETF MBB | Sale | Joint | $1,001 - $15,000 | 2026-03-06 #2b56957f-6859-43e2-a447-898509c7f142 | |
iShares Agency Bond ETF AGZ | Sale | Joint | $1,001 - $15,000 | 2026-03-06 #2b56957f-6859-43e2-a447-898509c7f142 | |
DoubleLine Emerging Markets Fixed Income Fund - Class I DBLEX | Sale | Joint | $1,001 - $15,000 | 2026-03-06 #2b56957f-6859-43e2-a447-898509c7f142 | |
Uber Technologies, Inc. Common Stock UBER | Purchase | Joint | $1,001 - $15,000 | 2026-03-06 #141ea86c-9411-4d3f-ae9b-ce6e5e8065d1 | |
iShares 7-10 Year Treasury Bond ETF IEF | Purchase | Joint | $1,001 - $15,000 | 2026-03-06 #141ea86c-9411-4d3f-ae9b-ce6e5e8065d1 | |
iShares 10-20 Year Treasury Bond ETF TLH | Purchase | Joint | $1,001 - $15,000 | 2026-03-06 #141ea86c-9411-4d3f-ae9b-ce6e5e8065d1 | |
iShares J.P. Morgan USD Emerging Markets Bond ETF EMB | Purchase | Joint | $1,001 - $15,000 | 2026-03-06 #141ea86c-9411-4d3f-ae9b-ce6e5e8065d1 | |
iShares CMBS ETF CMBS | Purchase | Joint | $1,001 - $15,000 | 2026-03-06 #141ea86c-9411-4d3f-ae9b-ce6e5e8065d1 | |
Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB | Purchase | Joint | $1,001 - $15,000 | 2026-03-06 #141ea86c-9411-4d3f-ae9b-ce6e5e8065d1 | |
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO | Purchase | Joint | $15,001 - $50,000 | 2026-03-06 #141ea86c-9411-4d3f-ae9b-ce6e5e8065d1 | |
Union Pacific Corp UNP | Sale | Joint | $1,001 - $15,000 | 2026-02-15 #bd886067-927f-48a8-9d43-8ab6fa713f98 | |
Omnicom Group Inc OMC | Sale | Joint | $1,001 - $15,000 | 2026-02-15 #bd886067-927f-48a8-9d43-8ab6fa713f98 | |
iShares S&P 500 Growth ETF IVW | Sale | Joint | $1,001 - $15,000 | 2026-02-15 #bd886067-927f-48a8-9d43-8ab6fa713f98 | |
Fiserv Inc FISV | Sale | Joint | $1,001 - $15,000 | 2026-02-15 #bd886067-927f-48a8-9d43-8ab6fa713f98 | |
Paypal Holdings PYPL | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
Eaton Corp ETN | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
CVS Corp CVS | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
Caterpillar Inc CAT | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
Micron Technology MU | Sale | Joint | $1,001 - $15,000 | 2026-02-15 #bd886067-927f-48a8-9d43-8ab6fa713f98 | |
Dexcom Inc DXCM | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
SPYM | Sale | Joint | $1,001 - $15,000 | 2026-02-15 #bd886067-927f-48a8-9d43-8ab6fa713f98 | |
SPDR S&P MidCap 400 ETF Trust MDY | Sale | Joint | $1,001 - $15,000 | 2026-02-15 #bd886067-927f-48a8-9d43-8ab6fa713f98 | |
iShares Russell 2000 ETF IWM | Sale | Joint | $1,001 - $15,000 | 2026-02-15 #bd886067-927f-48a8-9d43-8ab6fa713f98 | |
iShares Silver Trust SLV | Sale | Joint | $1,001 - $15,000 | 2026-02-15 #bd886067-927f-48a8-9d43-8ab6fa713f98 | |
abrdn Physical Platinum Shares ETF PPLT | Sale | Joint | $1,001 - $15,000 | 2026-02-15 #bd886067-927f-48a8-9d43-8ab6fa713f98 | |
abrdn Physical Palladium Shares ETF PALL | Sale | Joint | $1,001 - $15,000 | 2026-02-15 #bd886067-927f-48a8-9d43-8ab6fa713f98 | |
Vanguard Global ex-U.S. Real Estate ETF VNQI | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
Tortoise Capital Series Trust Tortoise North Ameri TPYP | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
Sprott Lithium Miners ETF LITP | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
New World Fund Inc. Cl R-6 RNWGX | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
Janus Henderson Mortgage-Backed Securities ETF JMBS | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
iShares Core S&P 500 ETF IVV | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
iShares CMBS Bond ETF CMBS | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
iShares MBS ETF MBB | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
Invesco Short Term Treasury ETF TBLL | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
Goldman Sachs Access Investment Grade Corporate Bo GIGB | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
Goldman Sachs ActiveBeta Emerging Markets Equity E GEM | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
First Trust Global Tactical Commodity Strategy Fun FTGC | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
First Trust Exchange-Traded Fund VIII FT Energy In EIPI | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
Omnicom Group Inc OMC | Sale | Joint | $1,001 - $15,000 | 2026-02-15 #bd886067-927f-48a8-9d43-8ab6fa713f98 | |
Visa Inc V | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
Apple Inc AAPL | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
Micron Technology MU | Sale | Joint | $1,001 - $15,000 | 2026-02-15 #bd886067-927f-48a8-9d43-8ab6fa713f98 | |
Lam Research Corp LRCX | Sale | Joint | $1,001 - $15,000 | 2026-02-15 #bd886067-927f-48a8-9d43-8ab6fa713f98 | |
Netflix Inc NFLX | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
Exxon Mobil Corp XOM | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
Walt Disney Company DIS | Purchase | Joint | $1,001 - $15,000 | 2026-02-15 #135ebfe9-099e-4d58-ba46-f739b90d61da | |
Super Micro Computer, Inc. - Common Stock SMCI | Sale | Joint | $1,001 - $15,000 | 2026-01-13 #d3daa40b-123d-4451-9974-02bf5a96d8da | |
iShares S&P 500 Growth ETF IVW | Purchase | Joint | $1,001 - $15,000 | 2026-01-13 #0677bd3f-167e-4cae-8f1d-05eb4340fcdc | |
SPDR S&P Regional Banking ETF KRE | Sale | Joint | $1,001 - $15,000 | 2026-01-13 #d3daa40b-123d-4451-9974-02bf5a96d8da | |
iShares Core S&P Small-Cap ETF IJR | Purchase | Joint | $1,001 - $15,000 | 2026-01-13 #0677bd3f-167e-4cae-8f1d-05eb4340fcdc | |
iShares Silver Trust SLV | Sale | Joint | $1,001 - $15,000 | 2026-01-13 #d3daa40b-123d-4451-9974-02bf5a96d8da | |
abrdn Physical Platinum Shares ETF PPLT | Sale | Joint | $1,001 - $15,000 | 2026-01-13 #d3daa40b-123d-4451-9974-02bf5a96d8da | |
abrdn Physical Palladium Shares ETF PALL | Sale | Joint | $1,001 - $15,000 | 2026-01-13 #d3daa40b-123d-4451-9974-02bf5a96d8da | |
State Street SPDR Portfolio S&P 500 ETF SPYM | Purchase | Joint | $15,001 - $50,000 | 2026-01-13 #0677bd3f-167e-4cae-8f1d-05eb4340fcdc | |
Motorola Solutions, Inc. Common Stock MSI | Sale | Joint | $1,001 - $15,000 | 2026-01-13 #d3daa40b-123d-4451-9974-02bf5a96d8da | |
Boston Scientific Corp BSX | Sale | Joint | $1,001 - $15,000 | 2026-01-13 #d3daa40b-123d-4451-9974-02bf5a96d8da | |
Wells Fargo & Company WFC | Purchase | Joint | $1,001 - $15,000 | 2026-01-13 #0677bd3f-167e-4cae-8f1d-05eb4340fcdc | |
Microsoft Corp MSFT | Purchase | Joint | $1,001 - $15,000 | 2026-01-13 #0677bd3f-167e-4cae-8f1d-05eb4340fcdc | |
Apple Inc AAPL | Purchase | Joint | $1,001 - $15,000 | 2026-01-13 #0677bd3f-167e-4cae-8f1d-05eb4340fcdc | |
Invesco Short Term Treasury ETF TBLL | Sale | Joint | $1,001 - $15,000 | 2026-01-13 #d3daa40b-123d-4451-9974-02bf5a96d8da | |
Super Micro Computer SMCI | Purchase | Joint | $1,001 - $15,000 | 2026-01-13 #0677bd3f-167e-4cae-8f1d-05eb4340fcdc | |
Arista Networks, Inc. Common Stock ANET | Purchase | Joint | $1,001 - $15,000 | 2026-01-13 #0677bd3f-167e-4cae-8f1d-05eb4340fcdc | |
Vanguard FTSE Developed Markets ETF VEA | Sale | Joint | $1,001 - $15,000 | 2026-08-24 #51455bcd-4966-4e77-b481-09897ada81ae | |
Vanguard Global ex-U.S. Real Estate ETF VNQI | Sale | Joint | $1,001 - $15,000 | 2026-08-24 #51455bcd-4966-4e77-b481-09897ada81ae | |
Tortoise North Amer Pipeline Fund TPYP | Sale | Joint | $1,001 - $15,000 | 2026-08-24 #51455bcd-4966-4e77-b481-09897ada81ae | |
Eli Lilly and Company LLY | Sale | Joint | $1,001 - $15,000 | 2026-08-24 #51455bcd-4966-4e77-b481-09897ada81ae | |
iShares Core S&P 500 ETF IVV | Sale | Joint | $1,001 - $15,000 | 2026-08-24 #51455bcd-4966-4e77-b481-09897ada81ae | |
iShares Russell 2000 ETF IWM | Sale | Joint | $1,001 - $15,000 | 2026-08-24 #51455bcd-4966-4e77-b481-09897ada81ae | |
Fiserv Inc FISV | Sale | Joint | $1,001 - $15,000 | 2026-08-24 #51455bcd-4966-4e77-b481-09897ada81ae | |
First Trust Global Tactical Commodity Strategy Fun FTGC | Sale | Joint | $1,001 - $15,000 | 2026-08-24 #51455bcd-4966-4e77-b481-09897ada81ae | |
First Trust Exchange-Traded Fund VIII FT Energy In EIPI | Sale | Joint | $1,001 - $15,000 | 2026-08-24 #51455bcd-4966-4e77-b481-09897ada81ae | |
Vanguard FTSE Developed Markets ETF VEA | Sale | Joint | $1,001 - $15,000 | 2025-12-08 #3a779539-8451-49d2-8419-d3eb72c7922a | |
Vanguard Global ex-U.S. Real Estate ETF VNQI | Sale | Joint | $1,001 - $15,000 | 2025-12-08 #3a779539-8451-49d2-8419-d3eb72c7922a | |
Tortoise North Amer Pipeline Fund TPYP | Sale | Joint | $1,001 - $15,000 | 2025-12-08 #3a779539-8451-49d2-8419-d3eb72c7922a | |
Eli Lilly and Company LLY | Sale | Joint | $1,001 - $15,000 | 2025-12-08 #3a779539-8451-49d2-8419-d3eb72c7922a | |
iShares Core S&P 500 ETF IVV | Sale | Joint | $1,001 - $15,000 | 2025-12-08 #3a779539-8451-49d2-8419-d3eb72c7922a | |
iShares Russell 2000 ETF IWM | Sale | Joint | $1,001 - $15,000 | 2025-12-08 #3a779539-8451-49d2-8419-d3eb72c7922a | |
Fiserv Inc FISV | Sale | Joint | $1,001 - $15,000 | 2025-12-08 #3a779539-8451-49d2-8419-d3eb72c7922a | |
First Trust Global Tactical Commodity Strategy Fun FTGC | Sale | Joint | $1,001 - $15,000 | 2025-12-08 #3a779539-8451-49d2-8419-d3eb72c7922a | |
First Trust Exchange-Traded Fund VIII FT Energy In EIPI | Sale | Joint | $1,001 - $15,000 | 2025-12-08 #3a779539-8451-49d2-8419-d3eb72c7922a | |
S&P Midcap 400 SPDR MDY | Purchase | Joint | $1,001 - $15,000 | 2025-12-08 #2c4705cc-0f3e-4105-9093-f82fcec8bacd | |
Paypal Holdings PYPL | Purchase | Joint | $1,001 - $15,000 | 2025-12-08 #2c4705cc-0f3e-4105-9093-f82fcec8bacd | |
Janus Henderson Mortgage-Backed Securities ETF JMBS | Purchase | Joint | $1,001 - $15,000 | 2025-12-08 #2c4705cc-0f3e-4105-9093-f82fcec8bacd | |
iShares CMBS Bond ETF CMBS | Purchase | Joint | $1,001 - $15,000 | 2025-12-08 #2c4705cc-0f3e-4105-9093-f82fcec8bacd | |
iShares MBS ETF MBB | Purchase | Joint | $1,001 - $15,000 | 2025-12-08 #2c4705cc-0f3e-4105-9093-f82fcec8bacd | |
Goldman Sachs Access Investment Grade Corporate Bo GIGB | Purchase | Joint | $1,001 - $15,000 | 2025-12-08 #2c4705cc-0f3e-4105-9093-f82fcec8bacd | |
NEW WORLD FUND INC - Class R-6 RNWGX | Sale | Joint | $1,001 - $15,000 | 2026-08-24 #51455bcd-4966-4e77-b481-09897ada81ae | |
iShares MSCI EAFE ETF EFA | Sale | Joint | $1,001 - $15,000 | 2026-08-24 #51455bcd-4966-4e77-b481-09897ada81ae | |
Goldman Sachs ActiveBeta Emerging Markets Equity E GEM | Sale | Joint | $1,001 - $15,000 | 2026-08-24 #51455bcd-4966-4e77-b481-09897ada81ae | |
American Funds - New World Fund Inc Class R-1 Sh RNWAX | Sale | Joint | $1,001 - $15,000 | 2025-12-08 #3a779539-8451-49d2-8419-d3eb72c7922a | |
iShares MSCI EAFE ETF EFA | Sale | Joint | $1,001 - $15,000 | 2025-12-08 #3a779539-8451-49d2-8419-d3eb72c7922a | |
Goldman Sachs ActiveBeta Emerging Markets Equity E GEM | Sale | Joint | $1,001 - $15,000 | 2025-12-08 #3a779539-8451-49d2-8419-d3eb72c7922a | |
Westwood Smallcap Fund Class Y WWSYX | Purchase | Joint | $1,001 - $15,000 | 2025-12-08 #2c4705cc-0f3e-4105-9093-f82fcec8bacd | |
Salesforce Inc CRM | Sale | Joint | $1,001 - $15,000 | 2026-08-24 #51455bcd-4966-4e77-b481-09897ada81ae | |
Salesforce Inc CRM | Sale | Joint | $1,001 - $15,000 | 2025-12-08 #3a779539-8451-49d2-8419-d3eb72c7922a | |
META | Purchase | Joint | $1,001 - $15,000 | 2025-12-08 #2c4705cc-0f3e-4105-9093-f82fcec8bacd | |
Arista Networks Inc ANET | Purchase | Joint | $1,001 - $15,000 | 2025-12-08 #2c4705cc-0f3e-4105-9093-f82fcec8bacd | |
Amazon.com Inc AMZN | Purchase | Joint | $1,001 - $15,000 | 2025-12-08 #2c4705cc-0f3e-4105-9093-f82fcec8bacd | |
iShares MSCI All Country Asia ex Japan ETF AAXJ | Sale | Joint | $1,001 - $15,000 | 2026-08-24 #51455bcd-4966-4e77-b481-09897ada81ae | |
iShares MSCI All Country Asia ex Japan ETF AAXJ | Sale | Joint | $1,001 - $15,000 | 2025-12-08 #3a779539-8451-49d2-8419-d3eb72c7922a | |
Vanguard FTSE Developed Markets ETF VEA | Purchase | Joint | $1,001 - $15,000 | 2025-12-08 #2c4705cc-0f3e-4105-9093-f82fcec8bacd | |
Vanguard FTSE Emerging Markets ETF VWO | Purchase | Joint | $1,001 - $15,000 | 2025-12-08 #2c4705cc-0f3e-4105-9093-f82fcec8bacd | |
Tortoise North American Pipeline ETF TPYP | Sale | Joint | $1,001 - $15,000 | 2025-11-15 #6be39035-04e2-432c-8fcb-0b4866041d11 | |
Omnicom Group Inc OMC | Sale | Joint | $1,001 - $15,000 | 2025-11-15 #6be39035-04e2-432c-8fcb-0b4866041d11 | |
Meta Platforms Inc META | Purchase | Joint | $1,001 - $15,000 | 2025-11-15 #97a4172e-e2d9-4dea-9014-d8aa2134d628 | |
COLGATE PALMOLIVE LTD. COLPAL | Sale | Joint | $1,001 - $15,000 | 2025-11-15 #6be39035-04e2-432c-8fcb-0b4866041d11 | |
Costco Wholesale COST | Purchase | Joint | $1,001 - $15,000 | 2025-11-15 #97a4172e-e2d9-4dea-9014-d8aa2134d628 | |
Sprott Uranium Miners ETF URNM | Sale | Joint | $1,001 - $15,000 | 2025-11-15 #6be39035-04e2-432c-8fcb-0b4866041d11 | |
Sprott Lithium Miners ETF LITP | Sale | Joint | $1,001 - $15,000 | 2025-11-15 #6be39035-04e2-432c-8fcb-0b4866041d11 | |
iShares Silver Trust SLV | Sale | Joint | $1,001 - $15,000 | 2025-11-15 #6be39035-04e2-432c-8fcb-0b4866041d11 | |
First Trust North American Energy Infrastructure F EMLP | Sale | Joint | $15,001 - $50,000 | 2025-11-15 #6be39035-04e2-432c-8fcb-0b4866041d11 | |
First Trust Global Tactical Commodity Strategy Fun FTGC | Purchase | Joint | $1,001 - $15,000 | 2025-11-15 #97a4172e-e2d9-4dea-9014-d8aa2134d628 | |
First Trust Exchange-Traded Fund VIII FT Energy In EIPI | Purchase | Joint | $15,001 - $50,000 | 2025-11-15 #97a4172e-e2d9-4dea-9014-d8aa2134d628 | |
Iqvia Holdings Inc IQV | Sale | Joint | $1,001 - $15,000 | 2025-11-15 #6be39035-04e2-432c-8fcb-0b4866041d11 | |
Alphabet Cl A GOOGL | Purchase | Joint | $1,001 - $15,000 | 2026-05-11 #27f15751-bcec-4e3e-a0ab-d7e843c08d06 | |
Micron Technology MU | Sale | Joint | $1,001 - $15,000 | 2025-10-10 #f87f8a40-efa5-43df-ad71-56327f5a18ce | |
Alphabet Cl A GOOGL | Purchase | Joint | $15,001 - $50,000 | 2025-10-10 #c8fa5a56-c0db-4cf4-8370-c81d858f9ca9 | |
Schwab U.S. TIPS ETF SCHP | Purchase | Joint | $1,001 - $15,000 | 2026-05-11 #27f15751-bcec-4e3e-a0ab-d7e843c08d06 | |
iShares 7-10 Year Treasury Bond ETF IEF | Purchase | Joint | $15,001 - $50,000 | 2026-05-11 #27f15751-bcec-4e3e-a0ab-d7e843c08d06 | |
iShares 1-3 Year Treasury Bond ETF SHY | Purchase | Joint | $1,001 - $15,000 | 2026-05-11 #27f15751-bcec-4e3e-a0ab-d7e843c08d06 | |
iShares 3-7 Year Treasury Bond ETF IEI | Purchase | Joint | $15,001 - $50,000 | 2026-05-11 #27f15751-bcec-4e3e-a0ab-d7e843c08d06 | |
Janus Henderson Mortgage-Backed Securities ETF JMBS | Sale | Joint | $1,001 - $15,000 | 2025-10-10 #f87f8a40-efa5-43df-ad71-56327f5a18ce | |
iShares CMBS Bond ETF CMBS | Sale | Joint | $1,001 - $15,000 | 2025-10-10 #f87f8a40-efa5-43df-ad71-56327f5a18ce | |
iShares 20+ Year Treasury Bond ETF TLT | Sale | Joint | $15,001 - $50,000 | 2025-10-10 #f87f8a40-efa5-43df-ad71-56327f5a18ce | |
iShares MBS ETF MBB | Sale | Joint | $1,001 - $15,000 | 2025-10-10 #f87f8a40-efa5-43df-ad71-56327f5a18ce | |
iShares Agency Bond ETF AGZ | Sale | Joint | $1,001 - $15,000 | 2025-10-10 #f87f8a40-efa5-43df-ad71-56327f5a18ce | |
Goldman Sachs Access Treasury 0-1 Year ETF GBIL | Sale | Joint | $1,001 - $15,000 | 2025-10-10 #f87f8a40-efa5-43df-ad71-56327f5a18ce | |
Goldman Sachs Access Investment Grade Corporate Bo GIGB | Sale | Joint | $1,001 - $15,000 | 2025-10-10 #f87f8a40-efa5-43df-ad71-56327f5a18ce | |
Schwab U.S. TIPS ETF SCHP | Purchase | Joint | $1,001 - $15,000 | 2025-10-10 #c8fa5a56-c0db-4cf4-8370-c81d858f9ca9 | |
iShares 7-10 Year Treasury Bond ETF IEF | Purchase | Joint | $15,001 - $50,000 | 2025-10-10 #c8fa5a56-c0db-4cf4-8370-c81d858f9ca9 | |
iShares 1-3 Year Treasury Bond ETF SHY | Purchase | Joint | $1,001 - $15,000 | 2025-10-10 #c8fa5a56-c0db-4cf4-8370-c81d858f9ca9 | |
iShares 3-7 Year Treasury Bond ETF IEI | Purchase | Joint | $15,001 - $50,000 | 2025-10-10 #c8fa5a56-c0db-4cf4-8370-c81d858f9ca9 | |
Eaton Corp ETN | Purchase | Joint | $1,001 - $15,000 | 2026-05-11 #27f15751-bcec-4e3e-a0ab-d7e843c08d06 | |
Oracle Corp ORCL | Sale | Joint | $1,001 - $15,000 | 2025-10-10 #f87f8a40-efa5-43df-ad71-56327f5a18ce | |
Eaton Corp ETN | Purchase | Joint | $1,001 - $15,000 | 2025-10-10 #c8fa5a56-c0db-4cf4-8370-c81d858f9ca9 | |
Adobe Systems Inc ADBE | Purchase | Joint | $1,001 - $15,000 | 2026-05-11 #27f15751-bcec-4e3e-a0ab-d7e843c08d06 | |
Adobe Systems Inc ADBE | Purchase | Joint | $1,001 - $15,000 | 2025-10-10 #c8fa5a56-c0db-4cf4-8370-c81d858f9ca9 | |
Micron Technology MU | Sale | Joint | $1,001 - $15,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
Abbvie Inc ABBV | Sale | Joint | $1,001 - $15,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
Nvidia Corp NVDA | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
Eli Lilly and Company LLY | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
Emerging Markets Fund Class Z EMRZX | Sale | Joint | $15,001 - $50,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
New World Fund Inc. Cl R-6 RNWGX | Purchase | Joint | $15,001 - $50,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
Abbvie Inc ABBV | Sale | Joint | $1,001 - $15,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
Eli Lilly and Company LLY | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
Emerging Markets Fund Class Z EMRZX | Sale | Joint | $15,001 - $50,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
New World Fund Inc. Cl R-6 RNWGX | Purchase | Joint | $15,001 - $50,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
Advanced Micro Devices, Inc. - Common Stock AMD | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
Vanguard FTSE Developed Markets ETF VEA | Sale | Joint | $1,001 - $15,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
Emerging Markets Fund Class Z EMRZX | Sale | Joint | $1,001 - $15,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
Sprott Uranium Miners ETF URNM | Sale | Joint | $1,001 - $15,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
iShares Core S&P 500 ETF IVV | Sale | Joint | $1,001 - $15,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
iShares MSCI EAFE ETF EFA | Sale | Joint | $1,001 - $15,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
iShares Silver Trust SLV | Sale | Joint | $1,001 - $15,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
Invesco Short Term Treasury ETF TBLL | Sale | Joint | $15,001 - $50,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
Goldman Sachs Access Investment Grade Corporate Bo GIGB | Sale | Joint | $1,001 - $15,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
Goldman Sachs ActiveBeta Emerging Markets Equity E GEM | Sale | Joint | $1,001 - $15,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
First Trust North American Energy Infrastructure F EMLP | Sale | Joint | $1,001 - $15,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
abrdn Physical Platinum Shares ETF PPLT | Sale | Joint | $1,001 - $15,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
abrdn Physical Palladium Shares ETF PALL | Sale | Joint | $1,001 - $15,000 | 2025-09-12 #c104f1ee-c957-4485-9807-e4798463c3b9 | |
Vanguard Global ex-U.S. Real Estate ETF VNQI | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
Schwab U.S. TIPS ETF SCHP | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
New World Fund Inc. Cl R-6 RNWGX | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
Janus Henderson Mortgage-Backed Securities ETF JMBS | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
iShares Russell 2000 ETF IWM | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
iShares 7-10 Year Treasury Bond ETF IEF | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
iShares 1-3 Year Treasury Bond ETF SHY | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
iShares 10-20 Year Treasury Bond ETF TLH | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
iShares CMBS Bond ETF CMBS | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
iShares 3-7 Year Treasury Bond ETF IEI | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
iShares 20+ Year Treasury Bond ETF TLT | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
iShares MBS ETF MBB | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
iShares Agency Bond ETF AGZ | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
Goldman Sachs ActiveBeta Emerging Markets Equity E GEM | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
Westwood Smallcap Fund Class Y WWSYX | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 #59bccfcc-9400-4d3d-917f-ce22a0fd2feb | |
Mondelez Intl Inc MDLZ | Sale | Joint | $1,001 - $15,000 | 2025-08-06 #331e9f42-09c3-4edc-b923-a1566486262c | |
General Dynamics Corp GD | Sale | Joint | $1,001 - $15,000 | 2025-08-06 #331e9f42-09c3-4edc-b923-a1566486262c | |
Walmart Inc WMT | Purchase | Joint | $1,001 - $15,000 | 2025-08-06 #796ac37b-f491-4311-b8aa-fe2c233f2487 | |
General Electric Company GE | Purchase | Joint | $1,001 - $15,000 | 2025-08-06 #796ac37b-f491-4311-b8aa-fe2c233f2487 | |
JP Morgan Chase & Company JPM | Sale | Joint | $1,001 - $15,000 | 2025-08-06 #331e9f42-09c3-4edc-b923-a1566486262c | |
BRK-B - Berkshire Hathaway Inc Class B | Purchase | Joint | $1,001 - $15,000 | 2025-08-06 #796ac37b-f491-4311-b8aa-fe2c233f2487 | |
iShares iBoxx $ High Yield Corporate Bond ETF HYG | Sale | Joint | $1,001 - $15,000 | 2025-08-06 #331e9f42-09c3-4edc-b923-a1566486262c | |
Goldman Sachs Access Investment Grade Corporate Bo GIGB | Purchase | Joint | $1,001 - $15,000 | 2025-08-06 #796ac37b-f491-4311-b8aa-fe2c233f2487 | |
Micron Technology MU | Sale | Joint | $1,001 - $15,000 | 2025-08-06 #331e9f42-09c3-4edc-b923-a1566486262c | |
Unitedhealth Group Inc UNH | Sale | Joint | $1,001 - $15,000 | 2025-07-09 #9e9e74e9-25bf-45a6-9d79-5f33173e055e | |
Micron Technology MU | Sale | Joint | $1,001 - $15,000 | 2025-07-09 #9e9e74e9-25bf-45a6-9d79-5f33173e055e | |
Invesco Short Term Treasury ETF TBLL | Purchase | Joint | $1,001 - $15,000 | 2025-07-09 #d32a2469-2157-4352-886c-cc992fd13d2f | |
Broadcom Inc. - Common Stock AVGO | Purchase | Joint | $1,001 - $15,000 | 2025-07-09 #d32a2469-2157-4352-886c-cc992fd13d2f | |
Raytheon Technologies Corp RTX | Purchase | Joint | $1,001 - $15,000 | 2025-07-09 #4b5c15fa-74ca-4e12-a0c4-3dd9ef5124b7 | |
Meta Platforms Inc META | Purchase | Joint | $1,001 - $15,000 | 2025-07-09 #4b5c15fa-74ca-4e12-a0c4-3dd9ef5124b7 | |
Fortune Brands Innovations Inc FBIN | Sale | Joint | $1,001 - $15,000 | 2025-06-14 #7f1f888e-f759-4c18-8fbe-baf8f3488374 | |
Raytheon Technologies Corp RTX | Purchase | Joint | $1,001 - $15,000 | 2025-06-14 #db2a4c73-e714-4ad0-9548-b1b83f1d0773 | |
Meta Platforms Inc META | Purchase | Joint | $1,001 - $15,000 | 2025-06-14 #db2a4c73-e714-4ad0-9548-b1b83f1d0773 | |
Home Depot HD | Purchase | Joint | $1,001 - $15,000 | 2025-07-09 #4b5c15fa-74ca-4e12-a0c4-3dd9ef5124b7 | |
Atmos Energy Corp ATO | Purchase | Joint | $1,001 - $15,000 | 2025-07-09 #4b5c15fa-74ca-4e12-a0c4-3dd9ef5124b7 | |
Alphabet Cl A GOOGL | Purchase | Joint | $1,001 - $15,000 | 2025-07-09 #4b5c15fa-74ca-4e12-a0c4-3dd9ef5124b7 | |
NRG Energy NRG | Sale | Joint | $1,001 - $15,000 | 2025-06-14 #7f1f888e-f759-4c18-8fbe-baf8f3488374 | |
Lowe's Companies LOW | Sale | Joint | $1,001 - $15,000 | 2025-06-14 #7f1f888e-f759-4c18-8fbe-baf8f3488374 | |
General Dynamics Corp GD | Sale | Joint | $1,001 - $15,000 | 2025-06-14 #7f1f888e-f759-4c18-8fbe-baf8f3488374 | |
Dte Energy Company DTE | Sale | Joint | $1,001 - $15,000 | 2025-06-14 #7f1f888e-f759-4c18-8fbe-baf8f3488374 | |
Home Depot HD | Purchase | Joint | $1,001 - $15,000 | 2025-06-14 #db2a4c73-e714-4ad0-9548-b1b83f1d0773 | |
Atmos Energy Corp ATO | Purchase | Joint | $1,001 - $15,000 | 2025-06-14 #db2a4c73-e714-4ad0-9548-b1b83f1d0773 | |
Alphabet Cl A GOOGL | Purchase | Joint | $1,001 - $15,000 | 2025-06-14 #db2a4c73-e714-4ad0-9548-b1b83f1d0773 | |
Meta Platforms Inc META | Purchase | Joint | $1,001 - $15,000 | 2025-07-09 #4b5c15fa-74ca-4e12-a0c4-3dd9ef5124b7 | |
Home Depot HD | Purchase | Joint | $1,001 - $15,000 | 2025-07-09 #4b5c15fa-74ca-4e12-a0c4-3dd9ef5124b7 | |
Amazon.com Inc AMZN | Purchase | Joint | $1,001 - $15,000 | 2025-07-09 #4b5c15fa-74ca-4e12-a0c4-3dd9ef5124b7 | |
Invesco Short Term Treasury ETF TBLL | Sale | Joint | $1,001 - $15,000 | 2025-06-14 #7f1f888e-f759-4c18-8fbe-baf8f3488374 | |
Meta Platforms Inc META | Purchase | Joint | $1,001 - $15,000 | 2025-06-14 #db2a4c73-e714-4ad0-9548-b1b83f1d0773 | |
Home Depot HD | Purchase | Joint | $1,001 - $15,000 | 2025-06-14 #db2a4c73-e714-4ad0-9548-b1b83f1d0773 | |
Amazon.com Inc AMZN | Purchase | Joint | $1,001 - $15,000 | 2025-06-14 #db2a4c73-e714-4ad0-9548-b1b83f1d0773 | |
Nvidia Corp NVDA | Purchase | Joint | $1,001 - $15,000 | 2025-07-09 #4b5c15fa-74ca-4e12-a0c4-3dd9ef5124b7 | |
Broadcom Inc. - Common Stock AVGO | Purchase | Joint | $1,001 - $15,000 | 2025-07-09 #4b5c15fa-74ca-4e12-a0c4-3dd9ef5124b7 | |
Valero Energy Corp VLO | Sale | Joint | $1,001 - $15,000 | 2025-06-14 #7f1f888e-f759-4c18-8fbe-baf8f3488374 | |
Nvidia Corp NVDA | Purchase | Joint | $1,001 - $15,000 | 2025-06-14 #db2a4c73-e714-4ad0-9548-b1b83f1d0773 | |
Broadcom Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 2025-06-14 #db2a4c73-e714-4ad0-9548-b1b83f1d0773 | |
Microsoft Corp MSFT | Purchase | Joint | $1,001 - $15,000 | 2026-08-20 #f727289a-4d72-4c90-a3ea-63d5bcd23398 | |
Salesforce Inc CRM | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #52c9fa8c-a4fa-4f74-9013-0e1076574cfa | |
Microsoft Corp MSFT | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #59691760-24e4-47a9-bc8d-9888bce9660b | |
Unitedhealth Group Inc UNH | Purchase | Joint | $1,001 - $15,000 | 2026-08-20 #f727289a-4d72-4c90-a3ea-63d5bcd23398 | |
Oracle Corp ORCL | Purchase | Joint | $1,001 - $15,000 | 2026-08-20 #f727289a-4d72-4c90-a3ea-63d5bcd23398 | |
Microsoft Corp MSFT | Purchase | Joint | $1,001 - $15,000 | 2026-08-20 #f727289a-4d72-4c90-a3ea-63d5bcd23398 | |
Lam Research Corp LRCX | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #52c9fa8c-a4fa-4f74-9013-0e1076574cfa | |
Gilead Sciences Inc GILD | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #52c9fa8c-a4fa-4f74-9013-0e1076574cfa | |
Applied Materials AMAT | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #52c9fa8c-a4fa-4f74-9013-0e1076574cfa | |
Unitedhealth Group Inc UNH | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #59691760-24e4-47a9-bc8d-9888bce9660b | |
Oracle Corp ORCL | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #59691760-24e4-47a9-bc8d-9888bce9660b | |
Microsoft Corp MSFT | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #59691760-24e4-47a9-bc8d-9888bce9660b | |
Meta Platforms Inc META | Purchase | Joint | $1,001 - $15,000 | 2026-08-20 #f727289a-4d72-4c90-a3ea-63d5bcd23398 | |
Bank of America Corp BAC | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #52c9fa8c-a4fa-4f74-9013-0e1076574cfa | |
Meta Platforms Inc META | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #59691760-24e4-47a9-bc8d-9888bce9660b | |
iShares iBoxx $ High Yield Corporate Bond ETF HYG | Purchase | Joint | $1,001 - $15,000 | 2026-08-20 #f727289a-4d72-4c90-a3ea-63d5bcd23398 | |
iShares 1-3 Year Treasury Bond ETF SHY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #52c9fa8c-a4fa-4f74-9013-0e1076574cfa | |
iShares iBoxx $ High Yield Corporate Bond ETF HYG | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #59691760-24e4-47a9-bc8d-9888bce9660b | |
COLGATE PALMOLIVE LTD. COLPAL | Purchase | Joint | $1,001 - $15,000 | 2026-08-20 #f727289a-4d72-4c90-a3ea-63d5bcd23398 | |
Cboe Global Markets, Inc. Common Stock CBOE | Purchase | Joint | $1,001 - $15,000 | 2026-08-20 #f727289a-4d72-4c90-a3ea-63d5bcd23398 | |
Broadcom Inc. - Common Stock AVGO | Purchase | Joint | $1,001 - $15,000 | 2026-08-20 #f727289a-4d72-4c90-a3ea-63d5bcd23398 | |
JP Morgan Chase & Company JPM | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #52c9fa8c-a4fa-4f74-9013-0e1076574cfa | |
iShares S&P 500 Growth ETF IVW | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #52c9fa8c-a4fa-4f74-9013-0e1076574cfa | |
COLGATE PALMOLIVE LTD. COLPAL | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #59691760-24e4-47a9-bc8d-9888bce9660b | |
First Trust Global Tactical Commodity Strategy Fun FTGC | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #59691760-24e4-47a9-bc8d-9888bce9660b | |
Broadcom Inc. - Common Stock AVGO | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #59691760-24e4-47a9-bc8d-9888bce9660b | |
iShares S&P 500 Growth ETF IVW | Sale | Joint | $1,001 - $15,000 | 2026-05-11 #8292d644-09cf-45f9-8126-cbf54a114745 | |
Dte Energy Company DTE | Sale | Joint | $1,001 - $15,000 | 2026-05-11 #8292d644-09cf-45f9-8126-cbf54a114745 | |
iShares S&P 500 Growth ETF IVW | Sale | Joint | $1,001 - $15,000 | 2025-04-20 #fb482df2-16d2-4401-911b-7a68166c2c6e | |
Dte Energy Company DTE | Sale | Joint | $1,001 - $15,000 | 2025-04-20 #fb482df2-16d2-4401-911b-7a68166c2c6e | |
Invesco Short Term Treasury ETF TBLL | Purchase | Joint | $1,001 - $15,000 | 2025-04-20 #fcacc112-3bf8-4a43-82f6-38d14a699357 | |
Applied Materials AMAT | Purchase | Joint | $1,001 - $15,000 | 2025-04-20 #fcacc112-3bf8-4a43-82f6-38d14a699357 | |
Invesco Short Term Treasury ETF TBLL | Purchase | Joint | $1,001 - $15,000 | 2025-04-20 #fcacc112-3bf8-4a43-82f6-38d14a699357 | |
iShares S&P 500 Growth ETF IVW | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #b6f24083-8ed9-4368-b482-3d14155c1e9b | |
First Trust Global Tactical Commodity Strategy Fun FTGC | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #b6f24083-8ed9-4368-b482-3d14155c1e9b | |
First Trust North American Energy Infrastructure F EMLP | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #b6f24083-8ed9-4368-b482-3d14155c1e9b | |
Sprott Lithium Miners ETF LITP | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef | |
Nvidia Corp NVDA | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef | |
Motorola Solutions MSI | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef | |
Invesco Short Term Treasury ETF TBLL | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef | |
Ecolab Inc ECL | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef | |
American Express Company AXP | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef | |
Amazon.com Inc AMZN | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef | |
Sprott Uranium Miners ETF URNM | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef | |
iShares S&P 500 Growth ETF IVW | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #b6f24083-8ed9-4368-b482-3d14155c1e9b | |
Microsoft Corp MSFT | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef | |
Pfizer Inc PFE | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #b6f24083-8ed9-4368-b482-3d14155c1e9b | |
Walt Disney Company DIS | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #b6f24083-8ed9-4368-b482-3d14155c1e9b | |
Boston Scientific Corp BSX | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef | |
Alphabet Cl A GOOGL | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef | |
Lam Research Corp LRCX | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #b6f24083-8ed9-4368-b482-3d14155c1e9b | |
JP Morgan Chase & Company JPM | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #b6f24083-8ed9-4368-b482-3d14155c1e9b | |
Bank of America Corp BAC | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #b6f24083-8ed9-4368-b482-3d14155c1e9b | |
Microsoft Corp MSFT | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef | |
Mastercard Inc MA | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef | |
American Express Company AXP | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef | |
Restaurant Brands International QSR | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #b6f24083-8ed9-4368-b482-3d14155c1e9b | |
Amazon.com Inc AMZN | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef | |
iShares S&P 500 Growth ETF IVW | Sale | Joint | $1,001 - $15,000 | 2025-02-08 #16381620-d336-4b9a-98fd-86dd3364c8c5 | |
HP Inc HPQ | Sale | Joint | $1,001 - $15,000 | 2025-02-08 #16381620-d336-4b9a-98fd-86dd3364c8c5 | |
NRG Energy, Inc. Common Stock NRG | Purchase | Joint | $1,001 - $15,000 | 2025-02-08 #5d03af49-5bd7-4212-9587-7bfd13b98185 | |
Invesco Short Term Treasury ETF TBLL | Purchase | Joint | $1,001 - $15,000 | 2025-02-08 #5d03af49-5bd7-4212-9587-7bfd13b98185 | |
SPDR??S&P 500? ETF Trust SPY | Sale | Joint | $1,001 - $15,000 | 2025-02-08 #16381620-d336-4b9a-98fd-86dd3364c8c5 | |
Invesco Short Term Treasury ETF TBLL | Purchase | Joint | $1,001 - $15,000 | 2025-02-08 #5d03af49-5bd7-4212-9587-7bfd13b98185 | |
Invesco QQQ Trust, Series 1 QQQ | Sale | Joint | $1,001 - $15,000 | 2025-02-08 #16381620-d336-4b9a-98fd-86dd3364c8c5 | |
Ebay Inc EBAY | Sale | Joint | $1,001 - $15,000 | 2025-02-08 #16381620-d336-4b9a-98fd-86dd3364c8c5 | |
Cisco Systems Inc CSCO | Sale | Joint | $1,001 - $15,000 | 2025-02-08 #16381620-d336-4b9a-98fd-86dd3364c8c5 | |
Salesforce Inc CRM | Purchase | Joint | $1,001 - $15,000 | 2025-02-08 #5d03af49-5bd7-4212-9587-7bfd13b98185 | |
Nvidia Corp NVDA | Purchase | Joint | $1,001 - $15,000 | 2025-02-08 #5d03af49-5bd7-4212-9587-7bfd13b98185 | |
Mastercard Incorporated Common Stock MA | Purchase | Joint | $1,001 - $15,000 | 2025-02-08 #5d03af49-5bd7-4212-9587-7bfd13b98185 | |
Applied Materials, Inc. - Common Stock AMAT | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #53c96503-83f8-41d0-ae07-9f7ea463f37b |
Under the STOCK Act, lawmakers must disclose reportable securities transactions publicly. A filing is a delayed, range-based disclosure—not a real-time trading signal or proof of motive.
Committees & roles
AgricultureAppropriationsEnvironment and Public Works
Sectors in the disclosures
Row counts by sector for tickers in Yield Theory's company catalog. Bonds, funds, and tickers outside the catalog are not counted.
Information Technology · 57Financials · 21Health Care · 20Communication Services · 18Consumer Discretionary · 14Industrials · 12Utilities · 10Consumer Staples · 7Energy · 5Materials · 4
Most active filers in Congress
Explore the disclosure data
John Boozman — frequently asked questions
How many stock trades has John Boozman disclosed?
The Senate eFD periodic transaction reports covering 2025 and 2026 contain 394 reportable transactions for John Boozman: 205 purchases, 189 sales, across 127 distinct tickers. Rows may belong to the member, a spouse, a dependent, or a joint account.
What does John Boozman trade most?
TBLL (Invesco Short Term Treasury ETF) appears most often, with 11 disclosed transactions (7 purchases, 4 sales). The most-traded table on this page lists every ticker with a verified row.
How much money is involved in John Boozman's disclosed trades?
Filings report amounts as ranges, not exact values. Summing the low and high ends of every range gives a disclosed total between $793K – $6.8M across 394 transactions. Yield Theory does not convert ranges to midpoints or estimate portfolio value or returns.
Does John Boozman file trades on time?
The STOCK Act requires disclosure within 45 days of a transaction. Across John Boozman's trades the median gap between trade date and filing date is 27 days, and 48 trades were reported more than 45 days after it happened. Late filing is a disclosure-timing fact, not evidence of wrongdoing.
Is it legal for members of Congress to trade stocks?
Yes. Members may trade individual stocks but the 2012 STOCK Act requires public disclosure, usually within 45 days, and bans trading on material non-public information. Proposals to ban individual stock ownership by members recur regularly.
Yield Theory is not affiliated with, endorsed by, or connected to any elected official. Information is compiled from public STOCK Act disclosures filed with the US Senate eFD for 2025 and 2026 and from the public congress-legislators dataset. Image-only filings are not parsed, so this is not a complete lifetime portfolio; filings can be amended and are reported in ranges. This page is educational and is not investment advice.
Don’t copy the filing. Read the thesis.
John Boozman disclosures are delayed, ranged, and often a spouse. Members get the monthly call that treats those rows as one input, then names catalysts, risks, and what would change the view. $39/month or $249/year.
Members-only research on this topic
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