BM
Barbara M BarrettExec
Level II Department of The Air Force · 2020-01 → 2021-01
- Chamber
- Executive branch
- Agency
- Department of The Air Force
- Party
- —
- State
- —
- Trades
- 195 (121 buys · 74 sells)
- Estimated volume
- $342.6M
- Late filings
- 100% (121 of 195)
- Median filing lag
- 301 days
- Outperformance rank
- #123 of 143 ranked
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $164.2M
- from $88.8M cost
- Estimated gain
- +$75.4M
- Up 85%
- Versus the S&P 500
- -$51.9M
- SPY would hold $216.1M
- Positions
- 20
- from 51 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | IVWiShares S&P 500 Growth ETF | 2020-02-27 | $15.0M | $42.2M | +182% | 26% |
| 2 | DGROISH TR CORE DIVID GROWTH ETF | 2020-02-27 | $15.0M | $31.4M | +109% | 19% |
| 3 | USMVISHARES EDGE MSCI MIN VOL USA ETF | 2020-02-27 | $15.0M | $24.1M | +61% | 15% |
| 4 | VONGVanguard Russell 1000 Growth ETF | 2020-03-02 | $6.0M | $15.3M | +155% | 9% |
| 5 | DVYISHARES SELECT DIVIDEND ETF | 2020-03-02 | $6.0M | $10.0M | +66% | 6% |
| 6 | IEFAiShares Core MSCI EAFE ETF | 2020-03-02 | $6.0M | $9.6M | +60% | 6% |
| 7 | HLMIXHARDING LOEVNER INTL EQTY INST | 2020-03-02 | $6.0M | $8.2M | +37% | 5% |
| 8 | IJRISHARES CORE S&P SMALL-CAP ETF | 2020-02-27 | $3.0M | $5.6M | +86% | 3% |
| 9 | FITZXFRANKLIN FED INTM TRM TXFR ADV | 2020-03-02 | $6.0M | $5.4M | -10% | 3% |
| 10 | CIVIXCAUSEWAY INTL VALUE INSTL | 2020-03-02 | $1.5M | $2.7M | +78% | 2% |
| 11 | TIPISHARES TIPS BOND ETF | 2020-02-27 | $3.0M | $2.7M | -11% | 2% |
| 12 | IEMGiShares Core MSCI Emerging Markets ETF | 2020-03-02 | $1.5M | $2.2M | +46% | 1% |
| 13 | EIHYXEV HIGH YIELD MUNI INCOME I | 2020-03-02 | $1.5M | $1.3M | -17% | 1% |
| 14 | LANFXLORD ABBOT NATL TX FR INC F | 2020-03-02 | $1.5M | $1.3M | -18% | 1% |
| 15 | EGRIXE V GLOBAL MACRO ABS RET ADV I | 2020-03-02 | $758K | $946K | +25% | 1% |
Showing top 15 of 20 positions by value
Trades that mattered most
These 8 buys explain 68% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | USMV | ISHARES EDGE MSCI MIN VOL USA ETF | 2020-02-27 | 6.7y | $5.0M-25M | +61% | -86% | |
| 2 | DGRO | ISH TR CORE DIVID GROWTH ETF | 2020-02-27 | 6.7y | $5.0M-25M | +109% | -38% | |
| 3 | IVW | iShares S&P 500 Growth ETF | 2020-02-27 | 6.7y | $5.0M-25M | +182% | +34% | |
| 4 | TIP | ISHARES TIPS BOND ETF | 2020-02-27 | 6.7y | $1.0M-5M | -11% | -158% | |
| 5 | FITZX | FRANKLIN FED INTM TRM TXFR ADV | 2020-03-02 | 6.7y | $1.0M-5M | -10% | -148% | |
| 6 | FITZX | FRANKLIN FED INTM TRM TXFR ADV | 2020-03-02 | 6.7y | $1.0M-5M | -10% | -148% | |
| 7 | HLMIX | HARDING LOEVNER INTL EQTY INST | 2020-03-02 | 6.7y | $1.0M-5M | +37% | -101% | |
| 8 | HLMIX | HARDING LOEVNER INTL EQTY INST | 2020-03-02 | 6.7y | $1.0M-5M | +37% | -101% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
| # | Stock | Trades | Buys / sells | Beat S&P 500 | Stock return | S&P 500 |
|---|---|---|---|---|---|---|
| 1 | USMV | 1 | 1/0 | 0 of 1 | +61% | +147% |
| 2 | FITZX | 3 | 3/0 | 0 of 3 | -10% | +138% |
| 3 | HLMIX | 2 | 2/0 | 0 of 2 | +37% | +138% |
| 4 | DGRO | 1 | 1/0 | 0 of 1 | +109% | +147% |
| 5 | IVW | 4 | 1/3 | 1 of 1 | +182% | +147% |
| 6 | TIP | 1 | 1/0 | 0 of 1 | -11% | +147% |
| 7 | IEFA | 2 | 2/0 | 0 of 2 | +60% | +138% |
| 8 | DVY | 2 | 2/0 | 0 of 2 | +66% | +138% |
| 9 | LANFX | 3 | 3/0 | 0 of 3 | -18% | +137% |
| 10 | EIHYX | 3 | 3/0 | 0 of 3 | -17% | +137% |
| 11 | IJR | 1 | 1/0 | 0 of 1 | +86% | +147% |
| 12 | IEMG | 2 | 2/0 | 0 of 2 | +46% | +138% |
| 13 | VONG | 2 | 2/0 | 2 of 2 | +155% | +138% |
| 14 | BXMIX | 3 | 3/0 | 0 of 3 | +7% | +136% |
| 15 | CIVIX | 2 | 2/0 | 0 of 2 | +78% | +138% |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| Jan 2021 | 6 | 1 |
| Dec 2020 | 1 | 0 |
| Nov 2020 | 1 | 1 |
| Oct 2020 | 1 | 2 |
| Sep 2020 | 1 | 1 |
| Aug 2020 | 1 | 0 |
| Jul 2020 | 1 | 0 |
| Jun 2020 | 2 | 0 |
| May 2020 | 2 | 0 |
| Apr 2020 | 14 | 0 |
| Mar 2020 | 64 | 4 |
| Feb 2020 | 20 | 2 |
| Jan 2020 | 7 | 63 |
Buys and sells per month as a CSV, by the month they were made.
All trades
195 of 195
—Impele Holdings LLC
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$1K-15K
+9.9% vs SPY
IVWiShares S&P 500 Growth ETF
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$15K-50K
-114.6% vs SPY
LANFXLord Abbett National Tax Free Fund Class FShares
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
-107.8% vs SPY
FITZXFranklin Federal Intermediate-Term Tax-FreeIncome Fund Advisor Class Shares
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$15K-50K
-113.1% vs SPY
EIHYXEaton Vance High Yield Municipal Income FundClass I Shares
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
-73.8% vs SPY
EGRIXEaton Vance Global Macro Absolute ReturnAdvantage Fund Class I Shares
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$15K-50K
-87.4% vs SPY
BXMIXBlackstone Alternative Multi-Strategy Fund Class IShares
—Impele Holdings LLC
HLIEXJP MORGAN EQUITY INCOME I
BILPXBLACKROCK EVENT DRIVEN EQ INST
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$500K-1M
-155.7% vs SPY
LANFXLORD ABBOT NATL TX FR INC F
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$500K-1M
-60.2% vs SPY
CIVIXCAUSEWAY INTL VALUE INSTL
SBLYXCLEARBRIDGE LARGE CAP GWTH I
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1.0M-5M
-100.6% vs SPY
HLMIXHARDING LOEVNER INTL EQTY INST
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1.0M-5M
-147.6% vs SPY
FITZXFRANKLIN FED INTM TRM TXFR ADV
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$500K-1M
-155.2% vs SPY
EIHYXEV HIGH YIELD MUNI INCOME I
LAOIXWESTERN ASSET MACRO OPPORT I
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$500K-1M
-92.3% vs SPY
IEMGiShares Core MSCI Emerging Markets ETF
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1.0M-5M
-77.7% vs SPY
IEFAiShares Core MSCI EAFE ETF
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$250K-500K
-130.6% vs SPY
BXMIXBLACKSTONE ALT MULT-STRAT INST
VONVVanguard Russell 1000 Value ETF
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1.0M-5M
+17.2% vs SPY
VONGVanguard Russell 1000 Growth ETF
JSFDXJHF SEAPORT LONG/SHORT FUND I
ECEIXLAZARD EMERG MKTS CORE EQ I
AHLYXAMERICAN BEACON AHL MNGD
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1.0M-5M
-71.8% vs SPY
DVYISHARES SELECT DIVIDEND ETF
IWRISHARES RUSSELL MID-CAP ETF
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$250K-500K
-113.1% vs SPY
EGRIXE V GLOBAL MACRO ABS RET ADV I
IJFISHARES CORE S&P MID-CAP ETF
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1.0M-5M
-61.1% vs SPY
IJRISHARES CORE S&P SMALL-CAP ETF
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1.0M-5M
-158.5% vs SPY
TIPISHARES TIPS BOND ETF
EFAVISHARES EDGE MSCI MIN VOL EAFE ETF
IGIBISHARES INTERMEDIATE TERM CORP BND ETF
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$5.0M-25M
+34.4% vs SPY
IVWISHARES S&P 500 GROWTH
HDVISHARES CORE HIGH DIVIDEND ETF
FLOTiShares Floating Rate Note
NEARISHARES SHORT MATURITY BOND ETF
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$5.0M-25M
-37.9% vs SPY
DGROISH TR CORE DIVID GROWTH ETF
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$5.0M-25M
-86.4% vs SPY
USMVISHARES EDGE MSCI MIN VOL USA ETF
—BLACKSTONE REAL ESTATE INCOME TRUSTINC ESCROW MFQGIE
EIDIXEaton Vance Tax-Managed Global Div Inc I
—US TSY NOTE 02.250%
—SVG THRIVE FUND LLC
—IMPELE HOLDINGS
—TALLWAVE CAPITAL
CTLCenturyLink Inc
—GEOTHERMIC SOLUTION
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$500K-1M
+8.0% vs SPY
IVWiShares S&P 500 Growth ETF
—Impele Holdings, LLC
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$15K-50K
-60.5% vs SPY
IYTiShares Transportation Average ETF
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$15K-50K
+85.1% vs SPY
IYWiShares US Technology ETF
—Impele Holdings LLC
CTLCenturyLink Inc
—IMPELE HOLDINGS
—TALLWAVE CAPITAL
—IMPELE HOLDINGS
—TALLWAVE CAPITAL
—CHINA MOBILE LTD SPN AD
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$1.0M-5M
-106.4% vs SPY
EXPOExponent, Inc. - Common Stock
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$1.0M-5M
-105.5% vs SPY
EXPOExponent, Inc. - Common Stock
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$1.0M-5M
-129.8% vs SPY
INTCIntel Corp
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$1.0M-5M
-105.1% vs SPY
EXPOExponent, Inc. - Common Stock
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-98.6% vs SPY
XELXcel Energy Inc
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$1.0M-5M
-130.3% vs SPY
INTCINTEL CORP
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$1.0M-5M
-106.2% vs SPY
EXPOExponent, Inc. - Common Stock
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$1.0M-5M
-130.2% vs SPY
INTCIntel Corp
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$1.0M-5M
-104.1% vs SPY
EXPOExponent, Inc. - Common Stock
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$1.0M-5M
-130.2% vs SPY
INTCIntel Corp
PKIPerkinElmer Inc
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$50.0M-100M
-131.2% vs SPY
INTCIntel Corp
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$1.0M-5M
-131.2% vs SPY
INTCIntel Corp
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$1.0M-5M
-104.6% vs SPY
EXPOExponent, Inc. - Common Stock
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$5.0M-25M
-132.3% vs SPY
INTCIntel Corporation - Common Stock
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-68.4% vs SPY
WFCWELLS FARGO & CO NEW DE
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-64.9% vs SPY
UNPUnion Pacific Corp
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-123.8% vs SPY
USBUS Bancorp
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$50K-100K
-15.4% vs SPY
TMOThermo Fisher Scientific
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
+64.6% vs SPY
TRVTravelers Cos Inc
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-13.5% vs SPY
TXNTexas Instruments Inc
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
—TRUIST FINL CORP See Endnote
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$15K-50K
-80.4% vs SPY
SOSouthern Co
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$50K-100K
-158.3% vs SPY
SWKStanley Black & Decker
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$50K-100K
-104.9% vs SPY
SLBSchlumberger Ltd
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-25.7% vs SPY
STTState Street Corp
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
—ROCHE HOLDINGS LTD SPN AD
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-147.9% vs SPY
PFEPfizer Inc
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$50K-100K
-122.4% vs SPY
PEPPepsiCo Inc
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
+1.2% vs SPY
PMPhilip Morris International
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
—PNC FINCL SERVICES GROUP
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-132.3% vs SPY
PPGPPG Industries Inc
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
—NESTLE S A REP RG SH AD
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$50K-100K
+74.1% vs SPY
NDAQNasdaq OMX Group/The
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
—MEDTRONIC PLC SHS
—LEAR CORP SHS
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-148.1% vs SPY
KMBKimberly-Clark
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-37.3% vs SPY
JNJJohnson & Johnson
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$250K-500K
+18.3% vs SPY
JPMJP Morgan Chase & Co
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-69.8% vs SPY
ITWIllinois Tool Works Inc
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
+139.8% vs SPY
GSGoldman Sachs Group Inc
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-173.9% vs SPY
FISVFiserv Inc
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-207.0% vs SPY
FISFidelity National Information
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
—FIRST ENERGY CORP
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
+132.5% vs SPY
ETNEaton Corp plc
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$50K-100K
-63.1% vs SPY
EOGEOG Resources
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-86.3% vs SPY
DUKDuke Energy Corp
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-61.5% vs SPY
DHRDanaher Corp
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
+9.3% vs SPY
CBChubb Corp
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-76.7% vs SPY
CCITIGROUP INC COM NEW
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
CMCSKComcast Corporation - Class A Special Common Stock
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-86.6% vs SPY
CICigna Corporation
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
-65.9% vs SPY
AONAon plc
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$1.0M-5M
-132.3% vs SPY
INTCIntel Corp
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$500K-1M
-106.1% vs SPY
EXPOExponent, Inc. - Common Stock
—RATION RFXIX
—ISHARE PFF
—ISHARE PFF
—ISHARE LQD
—BLACKR BKMIX
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$1.0M-5M
-106.2% vs SPY
EXPOExponent, Inc. - Common Stock
—ISHARE IDU
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$250K-500K
—FRANKLIN FUFRX
MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SMMUPIMCO Short Term Municipal Bond Active Exchange-Traded Fund
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$1.0M-5M
-134.4% vs SPY
INTCIntel Corp
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$500K-1M
-108.8% vs SPY
EXPOExponent, Inc. - Common Stock
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$500K-1M
+5.0% vs SPY
IVWiShares S&P 500 Growth ETF
—Impele Holdings LLC
—Impele Holdings
—Impele Holdings
—ETF JETS (07/25/2020, Braud, Amy E.): Full name is U.S. Global Jets ETF # DESCRIPTION TYPE DATE NOTIFICATIONRECEIVED OVER30 DAYS AGO AMOUNT 1 Impele Holdings Ltd
DODBXDodge & Cox Balanced Fund
—Impele Holdings
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
+0.0% vs SPY
SPYSPDR S&P 500
IYHiShares Dow Jones US Healthcare
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
+156.4% vs SPY
IYWiShares Dow Jones US Technology
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
-44.6% vs SPY
IYTiShares Dow Jones Transportation Average
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
-185.0% vs SPY
LQDiShares iBoxx $ Invest Grade Corp Bond
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
-46.0% vs SPY
IYTiShares Dow Jones Transportation Average
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
-185.3% vs SPY
LQDiShares iBoxx $ Invest Grade Corp Bond
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
+152.7% vs SPY
IYWiShares Dow Jones US Technology
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
+0.0% vs SPY
SPYSPDR S&P 500
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
-47.4% vs SPY
IYTiShares Dow Jones Transportation Average
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
-192.8% vs SPY
LQDiShares iBoxx $ Invest Grade Corp Bond
GNMAiShares Barclays GNMA Bond
GNMAiShares Barclays GNMA Bond
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
+0.0% vs SPY
SPYSPDR S&P 500
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
-196.7% vs SPY
LQDiShares iBoxx $ Invest Grade Corp Bond
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
-48.5% vs SPY
IYTiShares Dow Jones Transportation Average
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$15K-50K
+0.0% vs SPY
SPYSPDR S&P 500
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
-56.7% vs SPY
IYTiShares Dow Jones Transportation Average
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$15K-50K
+0.0% vs SPY
SPYSPDR S&P 500
—ACAP STRATEGIC FUND
MFSBNIFS CREDIT REAL ESTATE INCOME TRUST, I (MFSBNI)
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$15K-50K
-212.7% vs SPY
LQDiShares iBoxx $ Invest Grade Corp Bond
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$50K-100K
-212.7% vs SPY
LQDiShares iBoxx $ Invest Grade Corp Bond
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$50K-100K
-204.9% vs SPY
PFFiShares S&P U.S. Preferred Stock Index
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
-212.7% vs SPY
LQDiShares iBoxx $ Invest Grade Corp Bond
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$15K-50K
+0.0% vs SPY
SPYSPDR S&P 500
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1K-15K
-64.2% vs SPY
IYTiShares Dow Jones Transportation Average
BM
Barbara M Barrett
Level II Department of The Air Force
Sell$100K-250K
BKMIXBlackrock Multi Asset Income CL K
—REAL ESTATE SHARED PROPERTY, Hamilton, Montana See Endnote
Purchase 1/2 of home and property located in Hamilton, Montana
—TALLWAVE CAPITAL
—IMPELE HOLDINGS
—ISHARES CORE S&P MID-CAP
—ISHARES CORE S&P SMALL CAP
—ISHARES TIPS BOND
—ISHARES EDGE MSCI MIN VOL (EAFE ETF)
—ISHARES EDGE MSCI MIN VOL USA
—ISHARES INTERMEDIATE TERM CORP BND
—ISHARES S&P 500 GROWTH
—ISHARES CORE HIGH DIVIDEND
—ISHARES FLOATING RATE BOND
—ISHARES SHORT MATURITY BOND
—ISH TR CORE DIVID GROWTH
HLIEXJP MORGAN EQUITY INCOME
BILPXBLACKROCK EVENT DRIVEN 31 INST
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$500K-1M
-155.7% vs SPY
LANFXLORD ABBETT NATL TX FR INC F
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$500K-1M
-60.2% vs SPY
CIVIXCAUSEWAY INTL VALUE INSTL
SBLYXCLEARBRIDGE LARGE CAP GWTH I
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1.0M-5M
-100.6% vs SPY
HLMIXHARDING LOEVNER INTL EQTY INST
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1.0M-5M
-147.6% vs SPY
FITZXFRANKLIN FED INTM TRM TXFR ADV
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$500K-1M
-155.2% vs SPY
EIHYXEATON VANCE HIGH YIELD MUNI INCOME I
LAOIXWESTERN ASSET MACRO OPPORT I
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$500K-1M
-92.3% vs SPY
IEMGiShares Core MSCI Emerging Markets ETF
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1.0M-5M
-77.7% vs SPY
IEFAiShares Core MSCI EAFE ETF
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$250K-500K
-130.6% vs SPY
BXMIXBLACKSTONE ALT MULT-STRAT INST
VONVVanguard Russell 1000 Value ETF
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1.0M-5M
+17.2% vs SPY
VONGVanguard Russell 1000 Growth ETF
JSFDXJohn Hancock Seaport Long/Short Fund
ECEIXLazard Emerg Mkts Core EQ1
AHYLXAMER BEACON AHL MDGO FUT STR Y
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$1.0M-5M
-71.8% vs SPY
DVYISHARES SELECT DIVIDEND ETF
IWRiShares Russell Midcap Index
BM
Barbara M Barrett
Level II Department of The Air Force
Buy$250K-500K
-113.1% vs SPY
EGRIXEATON VANCE GLOBAL MACRO ABS RET ADV I
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
BM Barbara M Barrett Level II Department of The Air Force | — | Impele Holdings LLC | Buy | $15K-50K | 2021-01-13 | 2021-02-17 | — | |
BM Barbara M Barrett Level II Department of The Air Force | iShares S&P 500 Growth ETF | Sell | $1K-15K | 2021-01-06 | 2021-02-17 | +9.9% | ||
BM Barbara M Barrett Level II Department of The Air Force | Lord Abbett National Tax Free Fund Class FShares | Buy | $15K-50K | 2021-01-05 | 2021-02-17 | -114.6% | ||
BM Barbara M Barrett Level II Department of The Air Force | Franklin Federal Intermediate-Term Tax-FreeIncome Fund Advisor Class Shares | Buy | $1K-15K | 2021-01-05 | 2021-02-17 | -107.8% | ||
BM Barbara M Barrett Level II Department of The Air Force | Eaton Vance High Yield Municipal Income FundClass I Shares | Buy | $15K-50K | 2021-01-05 | 2021-02-17 | -113.1% | ||
BM Barbara M Barrett Level II Department of The Air Force | Eaton Vance Global Macro Absolute ReturnAdvantage Fund Class I Shares | Buy | $1K-15K | 2021-01-05 | 2021-02-17 | -73.8% | ||
BM Barbara M Barrett Level II Department of The Air Force | Blackstone Alternative Multi-Strategy Fund Class IShares | Buy | $15K-50K | 2021-01-04 | 2021-02-17 | -87.4% | ||
BM Barbara M Barrett Level II Department of The Air Force | — | Impele Holdings LLC | Buy | $100K-250K | 2020-12-04 | 2021-01-19 | — | |
BM Barbara M Barrett Level II Department of The Air Force | JP MORGAN EQUITY INCOME I | Buy | $1.0M-5M | 2020-03-02 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | BLACKROCK EVENT DRIVEN EQ INST | Buy | $250K-500K | 2020-03-02 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | LORD ABBOT NATL TX FR INC F | Buy | $500K-1M | 2020-03-02 | 2020-12-18 | -155.7% | ||
BM Barbara M Barrett Level II Department of The Air Force | CAUSEWAY INTL VALUE INSTL | Buy | $500K-1M | 2020-03-02 | 2020-12-18 | -60.2% | ||
BM Barbara M Barrett Level II Department of The Air Force | CLEARBRIDGE LARGE CAP GWTH I | Buy | $500K-1M | 2020-03-02 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | HARDING LOEVNER INTL EQTY INST | Buy | $1.0M-5M | 2020-03-02 | 2020-12-18 | -100.6% | ||
BM Barbara M Barrett Level II Department of The Air Force | FRANKLIN FED INTM TRM TXFR ADV | Buy | $1.0M-5M | 2020-03-02 | 2020-12-18 | -147.6% | ||
BM Barbara M Barrett Level II Department of The Air Force | EV HIGH YIELD MUNI INCOME I | Buy | $500K-1M | 2020-03-02 | 2020-12-18 | -155.2% | ||
BM Barbara M Barrett Level II Department of The Air Force | WESTERN ASSET MACRO OPPORT I | Buy | $100K-250K | 2020-03-02 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Core MSCI Emerging Markets ETF | Buy | $500K-1M | 2020-03-02 | 2020-12-18 | -92.3% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Core MSCI EAFE ETF | Buy | $1.0M-5M | 2020-03-02 | 2020-12-18 | -77.7% | ||
BM Barbara M Barrett Level II Department of The Air Force | BLACKSTONE ALT MULT-STRAT INST | Buy | $250K-500K | 2020-03-02 | 2020-12-18 | -130.6% | ||
BM Barbara M Barrett Level II Department of The Air Force | Vanguard Russell 1000 Value ETF | Buy | $500K-1M | 2020-03-02 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | Vanguard Russell 1000 Growth ETF | Buy | $1.0M-5M | 2020-03-02 | 2020-12-18 | +17.2% | ||
BM Barbara M Barrett Level II Department of The Air Force | JHF SEAPORT LONG/SHORT FUND I | Buy | $250K-500K | 2020-03-02 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | LAZARD EMERG MKTS CORE EQ I | Buy | $250K-500K | 2020-03-02 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | AMERICAN BEACON AHL MNGD | Buy | $100K-250K | 2020-03-02 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | ISHARES SELECT DIVIDEND ETF | Buy | $1.0M-5M | 2020-03-02 | 2020-12-18 | -71.8% | ||
BM Barbara M Barrett Level II Department of The Air Force | ISHARES RUSSELL MID-CAP ETF | Buy | $500K-1M | 2020-03-02 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | E V GLOBAL MACRO ABS RET ADV I | Buy | $250K-500K | 2020-03-02 | 2020-12-18 | -113.1% | ||
BM Barbara M Barrett Level II Department of The Air Force | ISHARES CORE S&P MID-CAP ETF | Buy | $1.0M-5M | 2020-02-27 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | ISHARES CORE S&P SMALL-CAP ETF | Buy | $1.0M-5M | 2020-02-27 | 2020-12-18 | -61.1% | ||
BM Barbara M Barrett Level II Department of The Air Force | ISHARES TIPS BOND ETF | Buy | $1.0M-5M | 2020-02-27 | 2020-12-18 | -158.5% | ||
BM Barbara M Barrett Level II Department of The Air Force | ISHARES EDGE MSCI MIN VOL EAFE ETF | Buy | $5.0M-25M | 2020-02-27 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | ISHARES INTERMEDIATE TERM CORP BND ETF | Buy | $5.0M-25M | 2020-02-27 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | ISHARES S&P 500 GROWTH | Buy | $5.0M-25M | 2020-02-27 | 2020-12-18 | +34.4% | ||
BM Barbara M Barrett Level II Department of The Air Force | ISHARES CORE HIGH DIVIDEND ETF | Buy | $5.0M-25M | 2020-02-27 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Floating Rate Note | Buy | $1.0M-5M | 2020-02-27 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | ISHARES SHORT MATURITY BOND ETF | Buy | $1.0M-5M | 2020-02-27 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | ISH TR CORE DIVID GROWTH ETF | Buy | $5.0M-25M | 2020-02-27 | 2020-12-18 | -37.9% | ||
BM Barbara M Barrett Level II Department of The Air Force | ISHARES EDGE MSCI MIN VOL USA ETF | Buy | $5.0M-25M | 2020-02-27 | 2020-12-18 | -86.4% | ||
BM Barbara M Barrett Level II Department of The Air Force | — | BLACKSTONE REAL ESTATE INCOME TRUSTINC ESCROW MFQGIE | Buy | $5.0M-25M | 2020-02-21 | 2020-12-18 | — | |
BM Barbara M Barrett Level II Department of The Air Force | Eaton Vance Tax-Managed Global Div Inc I | Buy | $5.0M-25M | 2020-02-21 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | — | US TSY NOTE 02.250% | Buy | $1.0M-5M | 2020-02-21 | 2020-12-18 | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | SVG THRIVE FUND LLC | Buy | $100K-250K | 2020-02-10 | 2020-12-18 | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | IMPELE HOLDINGS | Buy | $50K-100K | 2020-02-10 | 2020-12-18 | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | TALLWAVE CAPITAL | Buy | $50K-100K | 2020-02-10 | 2020-12-18 | — | |
BM Barbara M Barrett Level II Department of The Air Force | CenturyLink Inc | Sell | $50K-100K | 2020-02-10 | 2020-12-18 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | — | GEOTHERMIC SOLUTION | Buy | $1K-15K | 2020-02-09 | 2020-12-18 | — | |
BM Barbara M Barrett Level II Department of The Air Force | iShares S&P 500 Growth ETF | Sell | $500K-1M | 2020-11-18 | 2020-12-15 | +8.0% | ||
BM Barbara M Barrett Level II Department of The Air Force | — | Impele Holdings, LLC | Buy | $100K-250K | 2020-11-02 | 2020-12-15 | — | |
BM Barbara M Barrett Level II Department of The Air Force | iShares Transportation Average ETF | Sell | $15K-50K | 2020-10-30 | 2020-12-04 | -60.5% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares US Technology ETF | Sell | $15K-50K | 2020-10-30 | 2020-12-04 | +85.1% | ||
BM Barbara M Barrett Level II Department of The Air Force | — | Impele Holdings LLC | Buy | $50K-100K | 2020-10-06 | 2020-12-04 | — | |
BM Barbara M Barrett Level II Department of The Air Force | CenturyLink Inc | Sell | $1K-15K | 2020-02-10 | 2020-11-06 270d | — | ||
BM Barbara M Barrett Level II Department of The Air Force | — | IMPELE HOLDINGS | Buy | $50K-100K | 2020-02-03 | 2020-11-06 277d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | TALLWAVE CAPITAL | Buy | $50K-100K | 2020-02-03 | 2020-11-06 277d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | IMPELE HOLDINGS | Buy | $50K-100K | 2020-01-28 | 2020-11-06 283d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | TALLWAVE CAPITAL | Buy | $50K-100K | 2020-01-28 | 2020-11-06 283d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | CHINA MOBILE LTD SPN AD | Sell | $50K-100K | 2020-01-15 | 2020-11-06 296d | — | |
BM Barbara M Barrett Level II Department of The Air Force | Exponent, Inc. - Common Stock | Sell | $1.0M-5M | 2020-01-15 | 2020-11-06 296d | -106.4% | ||
BM Barbara M Barrett Level II Department of The Air Force | Exponent, Inc. - Common Stock | Sell | $1.0M-5M | 2020-01-14 | 2020-11-06 297d | -105.5% | ||
BM Barbara M Barrett Level II Department of The Air Force | Intel Corp | Sell | $1.0M-5M | 2020-01-13 | 2020-11-06 298d | -129.8% | ||
BM Barbara M Barrett Level II Department of The Air Force | Exponent, Inc. - Common Stock | Sell | $1.0M-5M | 2020-01-13 | 2020-11-06 298d | -105.1% | ||
BM Barbara M Barrett Level II Department of The Air Force | Xcel Energy Inc | Sell | $100K-250K | 2020-01-10 | 2020-11-06 301d | -98.6% | ||
BM Barbara M Barrett Level II Department of The Air Force | INTEL CORP | Sell | $1.0M-5M | 2020-01-10 | 2020-11-06 301d | -130.3% | ||
BM Barbara M Barrett Level II Department of The Air Force | Exponent, Inc. - Common Stock | Sell | $1.0M-5M | 2020-01-10 | 2020-11-06 301d | -106.2% | ||
BM Barbara M Barrett Level II Department of The Air Force | Intel Corp | Sell | $1.0M-5M | 2020-01-09 | 2020-11-06 302d | -130.2% | ||
BM Barbara M Barrett Level II Department of The Air Force | Exponent, Inc. - Common Stock | Sell | $1.0M-5M | 2020-01-09 | 2020-11-06 302d | -104.1% | ||
BM Barbara M Barrett Level II Department of The Air Force | Intel Corp | Sell | $1.0M-5M | 2020-01-09 | 2020-11-06 302d | -130.2% | ||
BM Barbara M Barrett Level II Department of The Air Force | PerkinElmer Inc | Sell | $1K-15K | 2020-01-08 | 2020-11-06 303d | — | ||
BM Barbara M Barrett Level II Department of The Air Force | Intel Corp | Sell | $50.0M-100M | 2020-01-08 | 2020-11-06 303d | -131.2% | ||
BM Barbara M Barrett Level II Department of The Air Force | Intel Corp | Sell | $1.0M-5M | 2020-01-08 | 2020-11-06 303d | -131.2% | ||
BM Barbara M Barrett Level II Department of The Air Force | Exponent, Inc. - Common Stock | Sell | $1.0M-5M | 2020-01-08 | 2020-11-06 303d | -104.6% | ||
BM Barbara M Barrett Level II Department of The Air Force | Intel Corporation - Common Stock | Sell | $5.0M-25M | 2020-01-07 | 2020-11-06 304d | -132.3% | ||
BM Barbara M Barrett Level II Department of The Air Force | WELLS FARGO & CO NEW DE | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -68.4% | ||
BM Barbara M Barrett Level II Department of The Air Force | Union Pacific Corp | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -64.9% | ||
BM Barbara M Barrett Level II Department of The Air Force | US Bancorp | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -123.8% | ||
BM Barbara M Barrett Level II Department of The Air Force | Thermo Fisher Scientific | Sell | $50K-100K | 2020-01-07 | 2020-11-06 304d | -15.4% | ||
BM Barbara M Barrett Level II Department of The Air Force | Travelers Cos Inc | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | +64.6% | ||
BM Barbara M Barrett Level II Department of The Air Force | Texas Instruments Inc | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -13.5% | ||
BM Barbara M Barrett Level II Department of The Air Force | — | TRUIST FINL CORP See Endnote | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | — | |
BM Barbara M Barrett Level II Department of The Air Force | Southern Co | Sell | $15K-50K | 2020-01-07 | 2020-11-06 304d | -80.4% | ||
BM Barbara M Barrett Level II Department of The Air Force | Stanley Black & Decker | Sell | $50K-100K | 2020-01-07 | 2020-11-06 304d | -158.3% | ||
BM Barbara M Barrett Level II Department of The Air Force | Schlumberger Ltd | Sell | $50K-100K | 2020-01-07 | 2020-11-06 304d | -104.9% | ||
BM Barbara M Barrett Level II Department of The Air Force | State Street Corp | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -25.7% | ||
BM Barbara M Barrett Level II Department of The Air Force | — | ROCHE HOLDINGS LTD SPN AD | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | — | |
BM Barbara M Barrett Level II Department of The Air Force | Pfizer Inc | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -147.9% | ||
BM Barbara M Barrett Level II Department of The Air Force | PepsiCo Inc | Sell | $50K-100K | 2020-01-07 | 2020-11-06 304d | -122.4% | ||
BM Barbara M Barrett Level II Department of The Air Force | Philip Morris International | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | +1.2% | ||
BM Barbara M Barrett Level II Department of The Air Force | — | PNC FINCL SERVICES GROUP | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | — | |
BM Barbara M Barrett Level II Department of The Air Force | PPG Industries Inc | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -132.3% | ||
BM Barbara M Barrett Level II Department of The Air Force | — | NESTLE S A REP RG SH AD | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | — | |
BM Barbara M Barrett Level II Department of The Air Force | Nasdaq OMX Group/The | Sell | $50K-100K | 2020-01-07 | 2020-11-06 304d | +74.1% | ||
BM Barbara M Barrett Level II Department of The Air Force | — | MEDTRONIC PLC SHS | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | LEAR CORP SHS | Sell | $50K-100K | 2020-01-07 | 2020-11-06 304d | — | |
BM Barbara M Barrett Level II Department of The Air Force | Kimberly-Clark | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -148.1% | ||
BM Barbara M Barrett Level II Department of The Air Force | Johnson & Johnson | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -37.3% | ||
BM Barbara M Barrett Level II Department of The Air Force | JP Morgan Chase & Co | Sell | $250K-500K | 2020-01-07 | 2020-11-06 304d | +18.3% | ||
BM Barbara M Barrett Level II Department of The Air Force | Illinois Tool Works Inc | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -69.8% | ||
BM Barbara M Barrett Level II Department of The Air Force | Goldman Sachs Group Inc | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | +139.8% | ||
BM Barbara M Barrett Level II Department of The Air Force | Fiserv Inc | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -173.9% | ||
BM Barbara M Barrett Level II Department of The Air Force | Fidelity National Information | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -207.0% | ||
BM Barbara M Barrett Level II Department of The Air Force | — | FIRST ENERGY CORP | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | — | |
BM Barbara M Barrett Level II Department of The Air Force | Eaton Corp plc | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | +132.5% | ||
BM Barbara M Barrett Level II Department of The Air Force | EOG Resources | Sell | $50K-100K | 2020-01-07 | 2020-11-06 304d | -63.1% | ||
BM Barbara M Barrett Level II Department of The Air Force | Duke Energy Corp | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -86.3% | ||
BM Barbara M Barrett Level II Department of The Air Force | Danaher Corp | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -61.5% | ||
BM Barbara M Barrett Level II Department of The Air Force | Chubb Corp | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | +9.3% | ||
BM Barbara M Barrett Level II Department of The Air Force | CITIGROUP INC COM NEW | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -76.7% | ||
BM Barbara M Barrett Level II Department of The Air Force | Comcast Corporation - Class A Special Common Stock | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | — | ||
BM Barbara M Barrett Level II Department of The Air Force | Cigna Corporation | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -86.6% | ||
BM Barbara M Barrett Level II Department of The Air Force | Aon plc | Sell | $100K-250K | 2020-01-07 | 2020-11-06 304d | -65.9% | ||
BM Barbara M Barrett Level II Department of The Air Force | Intel Corp | Sell | $1.0M-5M | 2020-01-07 | 2020-11-06 304d | -132.3% | ||
BM Barbara M Barrett Level II Department of The Air Force | Exponent, Inc. - Common Stock | Sell | $500K-1M | 2020-01-07 | 2020-11-06 304d | -106.1% | ||
BM Barbara M Barrett Level II Department of The Air Force | — | RATION RFXIX | Buy | $100K-250K | 2020-01-07 | 2020-11-06 304d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | ISHARE PFF | Buy | $50K-100K | 2020-01-07 | 2020-11-06 304d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | ISHARE PFF | Buy | $15K-50K | 2020-01-07 | 2020-11-06 304d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | ISHARE LQD | Buy | $50K-100K | 2020-01-07 | 2020-11-06 304d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | BLACKR BKMIX | Buy | $50K-100K | 2020-01-07 | 2020-11-06 304d | — | |
BM Barbara M Barrett Level II Department of The Air Force | Exponent, Inc. - Common Stock | Sell | $1.0M-5M | 2020-01-06 | 2020-11-06 305d | -106.2% | ||
BM Barbara M Barrett Level II Department of The Air Force | — | ISHARE IDU | Sell | $15K-50K | 2020-01-06 | 2020-11-06 305d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | FRANKLIN FUFRX | Sell | $250K-500K | 2020-01-06 | 2020-11-06 305d | — | |
BM Barbara M Barrett Level II Department of The Air Force | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | Sell | $15K-50K | 2020-01-06 | 2020-11-06 305d | — | ||
BM Barbara M Barrett Level II Department of The Air Force | PIMCO Short Term Municipal Bond Active Exchange-Traded Fund | Sell | $15K-50K | 2020-01-06 | 2020-11-06 305d | — | ||
BM Barbara M Barrett Level II Department of The Air Force | Intel Corp | Sell | $1.0M-5M | 2020-01-03 | 2020-11-06 308d | -134.4% | ||
BM Barbara M Barrett Level II Department of The Air Force | Exponent, Inc. - Common Stock | Sell | $500K-1M | 2020-01-03 | 2020-11-06 308d | -108.8% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares S&P 500 Growth ETF | Sell | $500K-1M | 2020-09-25 | 2020-10-27 | +5.0% | ||
BM Barbara M Barrett Level II Department of The Air Force | — | Impele Holdings LLC | Buy | $50K-100K | 2020-09-02 | 2020-10-27 | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | Impele Holdings | Buy | $50K-100K | 2020-08-06 | 2020-10-10 | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | Impele Holdings | Buy | $50K-100K | 2020-07-01 | 2020-10-10 | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | ETF JETS | Buy | $15K-50K | 2020-06-08 | 2020-10-10 | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | ETF JETS (07/25/2020, Braud, Amy E.): Full name is U.S. Global Jets ETF # DESCRIPTION TYPE DATE NOTIFICATIONRECEIVED OVER30 DAYS AGO AMOUNT 1 Impele Holdings Ltd | Buy | $100K-250K | 2020-06-01 | 2020-10-10 | — | |
BM Barbara M Barrett Level II Department of The Air Force | Dodge & Cox Balanced Fund | Buy | $15K-50K | 2020-05-08 | 2020-07-17 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | — | Impele Holdings | Buy | $100K-250K | 2020-05-04 | 2020-07-17 | — | |
BM Barbara M Barrett Level II Department of The Air Force | SPDR S&P 500 | Buy | $1K-15K | 2020-04-09 | 2020-07-17 | +0.0% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Dow Jones US Healthcare | Buy | $15K-50K | 2020-04-09 | 2020-07-17 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Dow Jones US Technology | Buy | $1K-15K | 2020-04-09 | 2020-07-17 | +156.4% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Dow Jones Transportation Average | Buy | $1K-15K | 2020-04-09 | 2020-07-17 | -44.6% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares iBoxx $ Invest Grade Corp Bond | Buy | $1K-15K | 2020-04-09 | 2020-07-17 | -185.0% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Dow Jones Transportation Average | Buy | $1K-15K | 2020-04-08 | 2020-07-17 | -46.0% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares iBoxx $ Invest Grade Corp Bond | Buy | $1K-15K | 2020-04-08 | 2020-07-17 | -185.3% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Dow Jones US Technology | Buy | $1K-15K | 2020-04-08 | 2020-07-17 | +152.7% | ||
BM Barbara M Barrett Level II Department of The Air Force | SPDR S&P 500 | Buy | $1K-15K | 2020-04-08 | 2020-07-17 | +0.0% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Dow Jones Transportation Average | Buy | $1K-15K | 2020-04-07 | 2020-07-17 | -47.4% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares iBoxx $ Invest Grade Corp Bond | Buy | $1K-15K | 2020-04-07 | 2020-07-17 | -192.8% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Barclays GNMA Bond | Buy | $1K-15K | 2020-04-07 | 2020-07-17 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Barclays GNMA Bond | Buy | $15K-50K | 2020-04-07 | 2020-07-17 | — | ||
BM Barbara M Barrett Level II Department of The Air Force | SPDR S&P 500 | Buy | $1K-15K | 2020-04-07 | 2020-07-17 | +0.0% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares iBoxx $ Invest Grade Corp Bond | Buy | $1K-15K | 2020-03-30 | 2020-07-17 109d | -196.7% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Dow Jones Transportation Average | Buy | $1K-15K | 2020-03-30 | 2020-07-17 109d | -48.5% | ||
BM Barbara M Barrett Level II Department of The Air Force | SPDR S&P 500 | Buy | $15K-50K | 2020-03-26 | 2020-07-17 113d | +0.0% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Dow Jones Transportation Average | Buy | $1K-15K | 2020-03-26 | 2020-07-17 113d | -56.7% | ||
BM Barbara M Barrett Level II Department of The Air Force | SPDR S&P 500 | Buy | $15K-50K | 2020-03-26 | 2020-07-17 113d | +0.0% | ||
BM Barbara M Barrett Level II Department of The Air Force | — | ACAP STRATEGIC FUND | Buy | $1.0M-5M | 2020-03-26 | 2020-07-17 113d | — | |
BM Barbara M Barrett Level II Department of The Air Force | FS CREDIT REAL ESTATE INCOME TRUST, I (MFSBNI) | Buy | $1.0M-5M | 2020-03-26 | 2020-07-17 113d | — | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares iBoxx $ Invest Grade Corp Bond | Sell | $15K-50K | 2020-03-25 | 2020-07-17 114d | -212.7% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares iBoxx $ Invest Grade Corp Bond | Sell | $50K-100K | 2020-03-25 | 2020-07-17 114d | -212.7% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares S&P U.S. Preferred Stock Index | Sell | $50K-100K | 2020-03-25 | 2020-07-17 114d | -204.9% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares iBoxx $ Invest Grade Corp Bond | Buy | $1K-15K | 2020-03-25 | 2020-07-17 114d | -212.7% | ||
BM Barbara M Barrett Level II Department of The Air Force | SPDR S&P 500 | Buy | $15K-50K | 2020-03-25 | 2020-07-17 114d | +0.0% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Dow Jones Transportation Average | Buy | $1K-15K | 2020-03-25 | 2020-07-17 114d | -64.2% | ||
BM Barbara M Barrett Level II Department of The Air Force | Blackrock Multi Asset Income CL K | Sell | $100K-250K | 2020-03-23 | 2020-07-17 116d | — | ||
BM Barbara M Barrett Level II Department of The Air Force | — | REAL ESTATE SHARED PROPERTY, Hamilton, Montana See Endnote Purchase 1/2 of home and property located in Hamilton, Montana | Buy | $100K-250K | 2020-03-23 | 2020-07-17 116d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | TALLWAVE CAPITAL | Buy | $250K-500K | 2020-03-10 | 2020-07-17 129d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | IMPELE HOLDINGS | Buy | $50K-100K | 2020-03-10 | 2020-07-17 129d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | ISHARES CORE S&P MID-CAP | Buy | $100K-250K | 2020-03-04 | 2020-07-17 135d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | ISHARES CORE S&P SMALL CAP | Buy | $100K-250K | 2020-03-04 | 2020-07-17 135d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | ISHARES TIPS BOND | Buy | $15K-50K | 2020-03-04 | 2020-07-17 135d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | ISHARES EDGE MSCI MIN VOL (EAFE ETF) | Buy | $100K-250K | 2020-03-04 | 2020-07-17 135d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | ISHARES EDGE MSCI MIN VOL USA | Buy | $100K-250K | 2020-03-04 | 2020-07-17 135d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | ISHARES INTERMEDIATE TERM CORP BND | Buy | $100K-250K | 2020-03-04 | 2020-07-17 135d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | ISHARES S&P 500 GROWTH | Buy | $100K-250K | 2020-03-04 | 2020-07-17 135d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | ISHARES CORE HIGH DIVIDEND | Buy | $250K-500K | 2020-03-04 | 2020-07-17 135d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | ISHARES FLOATING RATE BOND | Buy | $100K-250K | 2020-03-04 | 2020-07-17 135d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | ISHARES SHORT MATURITY BOND | Buy | $100K-250K | 2020-03-04 | 2020-07-17 135d | — | |
BM Barbara M Barrett Level II Department of The Air Force | — | ISH TR CORE DIVID GROWTH | Buy | $250K-500K | 2020-03-04 | 2020-07-17 135d | — | |
BM Barbara M Barrett Level II Department of The Air Force | JP MORGAN EQUITY INCOME | Buy | $1.0M-5M | 2020-03-02 | 2020-07-17 137d | — | ||
BM Barbara M Barrett Level II Department of The Air Force | BLACKROCK EVENT DRIVEN 31 INST | Buy | $250K-500K | 2020-03-02 | 2020-07-17 137d | — | ||
BM Barbara M Barrett Level II Department of The Air Force | LORD ABBETT NATL TX FR INC F | Buy | $500K-1M | 2020-03-02 | 2020-07-17 137d | -155.7% | ||
BM Barbara M Barrett Level II Department of The Air Force | CAUSEWAY INTL VALUE INSTL | Buy | $500K-1M | 2020-03-02 | 2020-07-17 137d | -60.2% | ||
BM Barbara M Barrett Level II Department of The Air Force | CLEARBRIDGE LARGE CAP GWTH I | Buy | $500K-1M | 2020-03-02 | 2020-07-17 137d | — | ||
BM Barbara M Barrett Level II Department of The Air Force | HARDING LOEVNER INTL EQTY INST | Buy | $1.0M-5M | 2020-03-02 | 2020-07-17 137d | -100.6% | ||
BM Barbara M Barrett Level II Department of The Air Force | FRANKLIN FED INTM TRM TXFR ADV | Buy | $1.0M-5M | 2020-03-02 | 2020-07-17 137d | -147.6% | ||
BM Barbara M Barrett Level II Department of The Air Force | EATON VANCE HIGH YIELD MUNI INCOME I | Buy | $500K-1M | 2020-03-02 | 2020-07-17 137d | -155.2% | ||
BM Barbara M Barrett Level II Department of The Air Force | WESTERN ASSET MACRO OPPORT I | Buy | $100K-250K | 2020-03-02 | 2020-07-17 137d | — | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Core MSCI Emerging Markets ETF | Buy | $500K-1M | 2020-03-02 | 2020-07-17 137d | -92.3% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Core MSCI EAFE ETF | Buy | $1.0M-5M | 2020-03-02 | 2020-07-17 137d | -77.7% | ||
BM Barbara M Barrett Level II Department of The Air Force | BLACKSTONE ALT MULT-STRAT INST | Buy | $250K-500K | 2020-03-02 | 2020-07-17 137d | -130.6% | ||
BM Barbara M Barrett Level II Department of The Air Force | Vanguard Russell 1000 Value ETF | Buy | $500K-1M | 2020-03-02 | 2020-07-17 137d | — | ||
BM Barbara M Barrett Level II Department of The Air Force | Vanguard Russell 1000 Growth ETF | Buy | $1.0M-5M | 2020-03-02 | 2020-07-17 137d | +17.2% | ||
BM Barbara M Barrett Level II Department of The Air Force | John Hancock Seaport Long/Short Fund | Buy | $250K-500K | 2020-03-02 | 2020-07-17 137d | — | ||
BM Barbara M Barrett Level II Department of The Air Force | Lazard Emerg Mkts Core EQ1 | Buy | $250K-500K | 2020-03-02 | 2020-07-17 137d | — | ||
BM Barbara M Barrett Level II Department of The Air Force | AMER BEACON AHL MDGO FUT STR Y | Buy | $100K-250K | 2020-03-02 | 2020-07-17 137d | — | ||
BM Barbara M Barrett Level II Department of The Air Force | ISHARES SELECT DIVIDEND ETF | Buy | $1.0M-5M | 2020-03-02 | 2020-07-17 137d | -71.8% | ||
BM Barbara M Barrett Level II Department of The Air Force | iShares Russell Midcap Index | Buy | $500K-1M | 2020-03-02 | 2020-07-17 137d | — | ||
BM Barbara M Barrett Level II Department of The Air Force | EATON VANCE GLOBAL MACRO ABS RET ADV I | Buy | $250K-500K | 2020-03-02 | 2020-07-17 137d | -113.1% |