MB
Merrick B GarlandExec
Level I Department of Justice · 2021-06 → 2021-07
- Chamber
- Executive branch
- Agency
- Department of Justice
- Party
- —
- State
- —
- Trades
- 19 (7 buys · 12 sells)
- Estimated volume
- $1.6M
- Late filings
- —
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
- $775K
- from $633K cost
- Estimated gain
- +$142K
- Up 22%
- Versus the S&P 500
- -$296K
- SPY would hold $1.1M
- Positions
- 3
- from 5 buys
Trades that mattered most
77% of their result against the S&P 500 comes from 3 MUB buys.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | MUB | iShares National Muni Bond ETF | 2021-07-21 | 5.3y | $100K-250K | -11% | -80% | |
| 2 | EFA | iShares MSCI EAFE ETF | 2021-07-21 | 5.3y | $100K-250K | +30% | -40% | |
| 3 | MUB | iShares National Muni Bond ETF | 2021-07-21 | 5.3y | $50K-100K | -11% | -80% | |
| 4 | MUB | iShares National Muni Bond ETF | 2021-07-21 | 5.3y | $15K-50K | -11% | -80% | |
| 5 | IVV | iShares Core S&P 500 ETF | 2021-07-21 | 5.3y | $100K-250K | +69% | +0% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| Jul 2021 | 7 | 0 |
| Jun 2021 | 0 | 12 |
Buys and sells per month as a CSV, by the month they were made.
All trades
19 of 19
FIFNXFidelity Founders Fund
MB
Merrick B Garland
Level I Department of Justice
Buy$50K-100K
FSMAXFidelity Extended Market Index Fund
MB
Merrick B Garland
Level I Department of Justice
Buy$100K-250K
+0.0% vs SPY
IVViShares Core S&P 500 ETF
MB
Merrick B Garland
Level I Department of Justice
Buy$100K-250K
-39.6% vs SPY
EFAiShares MSCI EAFE ETF
MB
Merrick B Garland
Level I Department of Justice
Buy$15K-50K
-80.1% vs SPY
MUBiShares National Muni Bond ETF
MB
Merrick B Garland
Level I Department of Justice
Buy$100K-250K
-80.1% vs SPY
MUBiShares National Muni Bond ETF
MB
Merrick B Garland
Level I Department of Justice
Buy$50K-100K
-80.1% vs SPY
MUBiShares National Muni Bond ETF
MB
Merrick B Garland
Level I Department of Justice
Sell$50K-100K
-78.9% vs SPY
BMYBristol-Myers Squibb
MB
Merrick B Garland
Level I Department of Justice
Sell$100K-250K
-119.0% vs SPY
GISGeneral Mills, Inc.
MB
Merrick B Garland
Level I Department of Justice
Sell$1K-15K
-78.9% vs SPY
SJMThe J. M. Smucker Co.
MB
Merrick B Garland
Level I Department of Justice
Sell$100K-250K
-51.0% vs SPY
PGProcter & Gamble Co.
MB
Merrick B Garland
Level I Department of Justice
Sell$15K-50K
-99.2% vs SPY
PFEPfizer Inc.
MB
Merrick B Garland
Level I Department of Justice
Sell$1K-15K
-46.1% vs SPY
VTRSViatris Inc.
MB
Merrick B Garland
Level I Department of Justice
Sell$50K-100K
—University of Maryland Bond
MB
Merrick B Garland
Level I Department of Justice
Sell$15K-50K
—University of Michigan Bond
MB
Merrick B Garland
Level I Department of Justice
Sell$50K-100K
—Baltimore County, MD Bond
MB
Merrick B Garland
Level I Department of Justice
Sell$50K-100K
—Maryland State Community Develop. Rev. Bond
MB
Merrick B Garland
Level I Department of Justice
Sell$50K-100K
—Montgomery County, MD Bond
MB
Merrick B Garland
Level I Department of Justice
Sell$50K-100K
—Prince George's County, MD Bond
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
MB Merrick B Garland Level I Department of Justice | Fidelity Founders Fund | Buy | $15K-50K | 2021-07-21 | 2021-08-28 | — | ||
MB Merrick B Garland Level I Department of Justice | Fidelity Extended Market Index Fund | Buy | $50K-100K | 2021-07-21 | 2021-08-28 | — | ||
MB Merrick B Garland Level I Department of Justice | iShares Core S&P 500 ETF | Buy | $100K-250K | 2021-07-21 | 2021-08-28 | +0.0% | ||
MB Merrick B Garland Level I Department of Justice | iShares MSCI EAFE ETF | Buy | $100K-250K | 2021-07-21 | 2021-08-28 | -39.6% | ||
MB Merrick B Garland Level I Department of Justice | iShares National Muni Bond ETF | Buy | $15K-50K | 2021-07-21 | 2021-08-28 | -80.1% | ||
MB Merrick B Garland Level I Department of Justice | iShares National Muni Bond ETF | Buy | $100K-250K | 2021-07-21 | 2021-08-28 | -80.1% | ||
MB Merrick B Garland Level I Department of Justice | iShares National Muni Bond ETF | Buy | $50K-100K | 2021-07-21 | 2021-08-28 | -80.1% | ||
MB Merrick B Garland Level I Department of Justice | Bristol-Myers Squibb | Sell | $50K-100K | 2021-06-02 | 2021-07-22 | -78.9% | ||
MB Merrick B Garland Level I Department of Justice | General Mills, Inc. | Sell | $100K-250K | 2021-06-02 | 2021-07-22 | -119.0% | ||
MB Merrick B Garland Level I Department of Justice | The J. M. Smucker Co. | Sell | $1K-15K | 2021-06-02 | 2021-07-22 | -78.9% | ||
MB Merrick B Garland Level I Department of Justice | Procter & Gamble Co. | Sell | $100K-250K | 2021-06-02 | 2021-07-22 | -51.0% | ||
MB Merrick B Garland Level I Department of Justice | Pfizer Inc. | Sell | $15K-50K | 2021-06-02 | 2021-07-22 | -99.2% | ||
MB Merrick B Garland Level I Department of Justice | Viatris Inc. | Sell | $1K-15K | 2021-06-02 | 2021-07-22 | -46.1% | ||
MB Merrick B Garland Level I Department of Justice | — | University of Maryland Bond | Sell | $50K-100K | 2021-06-02 | 2021-07-22 | — | |
MB Merrick B Garland Level I Department of Justice | — | University of Michigan Bond | Sell | $15K-50K | 2021-06-02 | 2021-07-22 | — | |
MB Merrick B Garland Level I Department of Justice | — | Baltimore County, MD Bond | Sell | $50K-100K | 2021-06-02 | 2021-07-22 | — | |
MB Merrick B Garland Level I Department of Justice | — | Maryland State Community Develop. Rev. Bond | Sell | $50K-100K | 2021-06-02 | 2021-07-22 | — | |
MB Merrick B Garland Level I Department of Justice | — | Montgomery County, MD Bond | Sell | $50K-100K | 2021-06-02 | 2021-07-22 | — | |
MB Merrick B Garland Level I Department of Justice | — | Prince George's County, MD Bond | Sell | $50K-100K | 2021-06-02 | 2021-07-22 | — |