D
Lisa Blunt Rochester
senate · DE · DemocratThese returns are estimates, not real results. Congressional filings report trade sizes as broad dollar ranges (for example $1,001–$15,000), and those ranges get much wider for large trades. Every figure here uses the midpoint of the disclosed range, so an individual number can be off by a wide margin. Treat rankings as rough signal, never as precise performance. How this is calculated
Est. return (weighted)
-5.3%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
15 / 16
Priced / disclosed
Est. volume
$385K
Midpoint of disclosed ranges
Sample flags: small sample means fewer than 5 priced trades; limited data means fewer than half of disclosed trades were priced.
What drove the estimate
Largest single ticker accounts for 6% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| BSV | 2 | $183K | 48% | +0.9% | +0.42% |
| XLRE | 1 | $8K | 2% | +4.9% | +0.10% |
| AGG | 1 | $33K | 8% | +0.9% | +0.07% |
| BND | 5 | $40K | 10% | -0.7% | -0.08% |
| SPSB | 2 | $41K | 11% | -2.3% | -0.24% |
| IEMG | 1 | $8K | 2% | -27.5% | -0.57% |
| VEA | 1 | $33K | 8% | -23.3% | -1.97% |
| AVDV | 2 | $41K | 11% | -28.8% | -3.03% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Dec 29, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Dec 22, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Dec 9, 2025 | AVDV | Avantis International Small Cap Value ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Dec 9, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Dec 9, 2025 | AGG | iShares Core U.S. Aggregate Bond ETF | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| Nov 10, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Nov 5, 2025 | BSV | Vanguard Short-Term Bond Index Fund - ETF Shares | purchase | $100,001 - $250,000 | $175K | May 15, 2026 |
| Nov 4, 2025 | BSV | Vanguard Short-Term Bond Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Nov 4, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Nov 4, 2025 | — | BND - Vanguard Total Bond Market Index Fund - ETF Shares | sale | $100,001 - $250,000 | $175K | May 15, 2026 |
| Oct 20, 2025 | XLRE | The Real Estate Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Oct 1, 2025 | VEA | Vanguard Developed Markets Index Fund - ETF Shares | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| Oct 1, 2025 | IEMG | iShares Core MSCI Emerging Markets ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Oct 1, 2025 | SPSB | SPDR(R) Portfolio Short Term Corporate Bond ETF | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| Oct 1, 2025 | AVDV | Avantis International Small Cap Value ETF | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| Sep 25, 2025 | SPSB | SPDR(R) Portfolio Short Term Corporate Bond ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Sep 8, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Aug 25, 2025 | — | DC Home | purchase | $500,001 - $1,000,000 | $750K | May 15, 2026 |
| Aug 14, 2025 | SPSB | SPDR(R) Portfolio Short Term Corporate Bond ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Aug 12, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Aug 12, 2025 | XLRE | The Real Estate Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 17, 2025 | AVDV | Avantis International Small Cap Value ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 17, 2025 | IEMG | iShares Core MSCI Emerging Markets ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 17, 2025 | VEA | Vanguard Developed Markets Index Fund - ETF Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 17, 2025 | SPLG | SPDR(R) Portfolio S&P 500 ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 12, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 24, 2025 | XLRE | The Real Estate Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 24, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | — | Seton Villa | sale | $250,001 - $500,000 | $375K | May 15, 2026 |
| Apr 14, 2025 | DFAS | Dimensional U.S. Small Cap ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 8, 2025 | SPMD | SPDR(R) Portfolio S&P 400 Mid Cap ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 8, 2025 | AVUV | Avantis U.S. Small Cap Value ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Mar 31, 2025 | AVUV | Avantis U.S. Small Cap Value ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Mar 31, 2025 | SPMD | SPDR(R) Portfolio S&P 400 Mid Cap ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 24, 2025 | AVUV | Avantis U.S. Small Cap Value ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 24, 2025 | DFAS | Dimensional U.S. Small Cap ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 23, 2025 | IEMG | iShares Core MSCI Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 23, 2025 | AGG | iShares Core U.S. Aggregate Bond ETF | sale | $100,001 - $250,000 | $175K | May 15, 2026 |
| Jan 23, 2025 | VUG | Vanguard Growth Index Fund - ETF Shares | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| Jan 23, 2025 | VEA | Vanguard Developed Markets Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| Jan 23, 2025 | AVDV | Avantis International Small Cap Value ETF | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| Jan 23, 2025 | XLRE | The Real Estate Select Sector SPDR Fund | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| Jan 8, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 8, 2025 | XLRE | The Real Estate Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Dec 10, 2024 | BND | Vanguard Total Bond Market ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 24, 2024 | BND | Vanguard Total Bond Market ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 24, 2024 | XLRE | S&P 500 Real Estate Sector SPDR | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 24, 2024 | SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 24, 2024 | IEMG | iShares Core MSCI Emerging Markets ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 24, 2024 | SPLG | SPDR Portfolio S&P 500 ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 24, 2024 | AVUV | Avantis U.S. Small Cap Value ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 7, 2024 | BND | Vanguard Total Bond Market ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 1, 2024 | IEI | iShares 3-7 Year Treasury Bond ETF | sale | $50,001 - $100,000 | $75K | May 15, 2025 |
| Oct 1, 2024 | VUG | Vanguard Growth ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 1, 2024 | XLRE | S&P 500 Real Estate Sector SPDR | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 1, 2024 | VGIT | Vanguard Intermediate-Term Treasury ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 1, 2024 | IEMG | iShares Core MSCI Emerging Markets ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Sep 19, 2024 | IEI | iShares 3-7 Year Treasury Bond ETF | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Sep 6, 2024 | VEA | Vanguard FTSE Developed Markets ETF | purchase | $100,001 - $250,000 | $175K | May 15, 2025 |
| Sep 6, 2024 | XLRE | S&P 500 Real Estate Sector SPDR | sale | $100,001 - $250,000 | $175K | May 15, 2025 |
| Sep 6, 2024 | SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Sep 6, 2024 | IEMG | iShares Core MSCI Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Sep 6, 2024 | IEI | iShares 3-7 Year Treasury Bond ETF | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Aug 12, 2024 | AVUV | Avantis U.S. Small Cap Value ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 31, 2024 | VEA | Vanguard FTSE Developed Markets ETF | purchase | $50,001 - $100,000 | $75K | May 15, 2025 |
| Jul 31, 2024 | BND | Vanguard Total Bond Market ETF | purchase | $50,001 - $100,000 | $75K | May 15, 2025 |
| Jul 31, 2024 | SPLG | SPDR Portfolio S&P 500 ETF | purchase | $100,001 - $250,000 | $175K | May 15, 2025 |
| Jul 31, 2024 | VOO | Vanguard S&P 500 ETF | sale | $100,001 - $250,000 | $175K | May 15, 2025 |
| Jul 31, 2024 | DODIX | Dodge & Cox Income Fund | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Jul 31, 2024 | SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | purchase | $15,001 - $50,000 | $33K | May 15, 2025 |
| Jul 31, 2024 | JMIEX | Jpmorgan Emerging Markets Equity Fund Class L | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 31, 2024 | VWEAX | Vanguard High-Yield Corporate Fund Admiral Share | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 31, 2024 | IJH | iShares Core S&P Mid-Cap ETF | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Jul 31, 2024 | JPST | JPM Ultra-Short Income ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 31, 2024 | BSIIX | Blackrock Strategic Income Opportunities Portfol | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Jul 31, 2024 | WCMIX | WCM Focused International Growth Fund Insti Cl | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Jul 31, 2024 | IJR | iShares Core S&P Small-Cap ETF | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Jul 31, 2024 | IEFA | iShares Core MSCI EAFE ETF | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Jul 31, 2024 | AEPFX | Europacific Growth Fund Class F-2 Shs | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Jul 31, 2024 | VUG | Vanguard Growth ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 31, 2024 | VTV | Vanguard Value ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 31, 2024 | IEMG | iShares Core MSCI Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 31, 2024 | XLRE | S&P 500 Real Estate Sector SPDR | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 31, 2024 | AVDV | Avantis International Small Cap Value ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 31, 2024 | AVUV | Avantis U.S. Small Cap Value ETF | purchase | $15,001 - $50,000 | $33K | May 15, 2025 |
| May 29, 2024 | IEI | iShares 3-7 Year Treasury Bond ETF | purchase | $100,001 - $250,000 | $175K | May 15, 2025 |
| May 29, 2024 | AGG | iShares Core U.S. Aggregate Bond ETF | purchase | $1,000,001 - $5,000,000 | $3.0M | May 15, 2025 |
| May 29, 2024 | BND | Vanguard Total Bond Market ETF | sale | $1,000,001 - $5,000,000 | $3.0M | May 15, 2025 |
| May 29, 2024 | VGIT | Vanguard Intermediate-Term Treasury ETF | sale | $100,001 - $250,000 | $175K | May 15, 2025 |
| Apr 10, 2024 | SPSB | SPDR Short Term Corporate Bond Portfolio ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 10, 2024 | DGS | Wisdomtree Emerging Market Smallcap Fund | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Apr 10, 2024 | IEMG | iShares Core MSCI Emerging Markets ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 10, 2024 | DFISX | Dfa International Small Company Portfolio | purchase | $15,001 - $50,000 | $33K | May 15, 2025 |
| Apr 10, 2024 | IEMG | iShares Core MSCI Emerging Markets ETF | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Apr 10, 2024 | BND | Vanguard Total Bond Market ETF | purchase | $15,001 - $50,000 | $33K | May 15, 2025 |
| Apr 10, 2024 | XLRE | S&P 500 Real Estate Sector SPDR | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 10, 2024 | VUG | Vanguard Growth ETF | sale | $50,001 - $100,000 | $75K | May 15, 2025 |
| Apr 10, 2024 | VGIT | Vanguard Intermediate-Term Treasury ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 10, 2024 | VEA | Vanguard FTSE Developed Markets ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 10, 2024 | DGS | Wisdomtree Emerging Market Smallcap Fund | sale | $50,001 - $100,000 | $75K | May 15, 2025 |
| Apr 10, 2024 | BND | Vanguard Total Bond Market ETF | purchase | $50,001 - $100,000 | $75K | May 15, 2025 |
| Apr 10, 2024 | VCIT | Vanguard Intermediate-Term Corporate Bond ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Feb 5, 2024 | BND | Vanguard Total Bond Market ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 17, 2024 | XLRE | S&P 500 Real Estate Sector SPDR | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 2, 2024 | AGG | US Aggregate Bond Ishares Core ETF | sale | $500,001 - $1,000,000 | $750K | May 15, 2025 |
| Jan 2, 2024 | BND | Vanguard Total Bond Market ETF | purchase | $500,001 - $1,000,000 | $750K | May 15, 2025 |