LG
Lindsey Graham
Portfolio Range
$131.0K–$365K
# Trades
14
# Tickers
11
Latest Filing
Jan 05 '26
Monthly Trade Value · Last 12 Months
BUYS SALES
Portfolio Structure (Estimated)
VWUAX50.7%
USFR18.8%
BSCQ9.4%
BSCV9.4%
XONE9.4%
IBDO2.3%
Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.
All Disclosed Trades · 14 total
| 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 | -0.2% | 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 | -1.3% | Self | Jun 30 '25 | Jul 13 '25 |
| XONE | Boxx One Year Target Duration ETF | Stock | Buy | $15.0K–$50K | -0.7% | Self | Jun 30 '25 | Jul 13 '25 |
| USFR | Wisdomtree Floating Rate Treasury Fund | Stock | Buy | $15.0K–$50K | +0.4% | Self | Jan 26 '24 | Jan 25 '24 |
| VIG | Vanguard Div Appreciation ETF | Stock | Sale (Partial) | $15.0K–$50K | +41.7% | Self | Jan 26 '24 | Jan 25 '24 |
| USFR | Wisdomtree Floating Rate Treasury Fund | Stock | Buy | $15.0K–$50K | +0.3% | Self | Dec 28 '23 | May 07 '24 |
| VIG | Vanguard Div Appreciation ETF | Stock | Sale (Partial) | $15.0K–$50K | +43.8% | 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 | -0.9% | Self | Jun 30 '22 | Jul 12 '22 |