Senate
Lindsey Graham
—
Transactions
17
Total transactions associated with this filer
Disclosed purchases
11
$341.0K – $865.0K
Average modeled return
+3.8%
5 of 11 purchases modeled
Average vs. S&P 500
-20.2%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
5 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
5 of 11 disclosed purchases have modeled returns for this period. 6 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| USFR | Wisdomtree Floating Rate Treasury Fund | Dec 28, 2023 | Nov 6, 2026 | +13.7% | +59.3% | -45.6% |
| BSCV | Invesco BulletShares 2031 Corporate Bond ETF | Jun 30, 2025 | Nov 6, 2026 | +3.2% | +20.6% | -17.4% |
| XONE | Boxx One Year Target Duration ETF | Jun 30, 2025 | Nov 6, 2026 | +4.6% | +20.6% | -16.1% |
| VWUAX | Vanguard U.S. Growth Fund Admiral Shares | Nov 6, 2025 | Nov 6, 2026 | -5.5% | +10.9% | -16.3% |
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF | Dec 31, 2025 | Nov 6, 2026 | +3.2% | +8.7% | -5.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 17 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| XONE | Boxx One Year Target Duration ETF | Jun 30, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| VWUSX | Vanguard U.S. Growth Fund | Nov 6, 2025 | sale | $100.0K – $250.0K | Filing ↗ |
| VWUAX | Vanguard U.S. Growth Fund Admiral Shares | Nov 6, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| VTIP | Vanguard Short-Term Inflation-Protected Securities | Jun 30, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| VIG | Vanguard Div Appreciation ETF | Dec 28, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| USFR | Wisdomtree Floating Rate Treasury Fund | Dec 28, 2023 | purchase | $15.0K – $50.0K | Filing ↗ |
| IBDQ | Dec 2025 Term Corp Ishares Ibonds ETF | Dec 18, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| IBDQ | iShares iBonds Dec 2025 Term Corporate ETF | Jun 30, 2022 | purchase | $15.0K – $50.0K | Filing ↗ |
| IBDO | iShares iBonds Dec 2023 Term Corporate ETF | Jun 30, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| BSCV | Invesco BulletShares 2031 Corporate Bond ETF | Jun 30, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF | Dec 31, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| BSCP | Invesco BulletShares 2025 Corporate Bond ETF | Dec 17, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| — | US Treasury Bill 25U DUE 10/16/25 | Jun 30, 2025 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | US Treasury Bill26U S T Bill Due 1/1/26 | Sep 30, 2025 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | US TREASURY BILL26U T Bill due 4/2/26 | Dec 31, 2025 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | US TREASURY Bill26U Bill Due 04/02.26 | Dec 31, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | US Treasury Bill (912797NX1) MATURED | Jul 3, 2025 | sale | $50.0K – $100.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians