PAGEInsider
| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF | Stock | Buy | $15.0K–$50K | -0.3% | Self | Dec 31 '25 | Jan 05 '26 |
| IBDQ | Dec 2025 Term Corp Ishares Ibonds ETF | Stock | Sale | $15.0K–$50K | — | Self | Dec 18 '25 | Jan 05 '26 |
| BSCP | Invesco BulletShares 2025 Corporate Bond ETF | Stock | Sale | $15.0K–$50K | — | Self | Dec 17 '25 | Jan 05 '26 |
| VWUSX | Vanguard U.S. Growth Fund | Stock | Sale | $100.0K–$250K | — | Self | Nov 06 '25 | Nov 30 '25 |
| VWUAX | Vanguard U.S. Growth Fund Admiral Shares | Stock | Buy | $100.0K–$250K | — | Self | Nov 06 '25 | Nov 30 '25 |
| BSCV | Invesco BulletShares 2031 Corporate Bond ETF | Stock | Buy | $15.0K–$50K | -2.0% | Self | Jun 30 '25 | Jul 13 '25 |
| XONE | Boxx One Year Target Duration ETF | Stock | Buy | $15.0K–$50K | -0.6% | Self | Jun 30 '25 | Jul 13 '25 |
| USFR | Wisdomtree Floating Rate Treasury Fund | Stock | Buy | $15.0K–$50K | +0.5% | Self | Jan 26 '24 | Jan 25 '24 |
| VIG | Vanguard Div Appreciation ETF | Stock | Sale (Partial) | $15.0K–$50K | +37.9% | Self | Jan 26 '24 | Jan 25 '24 |
| USFR | Wisdomtree Floating Rate Treasury Fund | Stock | Buy | $15.0K–$50K | +0.5% | Self | Dec 28 '23 | May 07 '24 |
| VIG | Vanguard Div Appreciation ETF | Stock | Sale (Partial) | $15.0K–$50K | +39.9% | Self | Dec 28 '23 | May 07 '24 |
| IBDQ | iShares iBonds Dec 2025 Term Corporate ETF | Stock | Buy | $15.0K–$50K | — | Self | Jun 30 '22 | Jul 12 '22 |
| IBDO | iShares iBonds Dec 2023 Term Corporate ETF | Stock | Buy | $1.0K–$15K | — | Self | Jun 30 '22 | Jul 12 '22 |
| VTIP | Vanguard Short-Term Inflation-Protected Securities | Stock | Sale | $15.0K–$50K | -1.1% | Self | Jun 30 '22 | Jul 12 '22 |