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
- $784K
- from $633K cost
- Estimated gain
- +$151K
- Up 24%
- Versus the S&P 500
- -$337K
- 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 | 5.2y | $100K-250K | -14% | -91% | |
| 2 | EFA | iShares MSCI EAFE ETF | 2021-07-21 | 5.2y | $100K-250K | +32% | -45% | |
| 3 | MUB | iShares National Muni Bond ETF | 2021-07-21 | 5.2y | $50K-100K | -14% | -91% | |
| 4 | MUB | iShares National Muni Bond ETF | 2021-07-21 | 5.2y | $15K-50K | -14% | -91% | |
| 5 | IVV | iShares Core S&P 500 ETF | 2021-07-21 | 5.2y | $100K-250K | +77% | +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
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
-44.9% vs SPY
EFAiShares MSCI EAFE ETF
MB
Merrick B Garland
Level I Department of Justice
Buy$15K-50K
-91.3% vs SPY
MUBiShares National Muni Bond ETF
MB
Merrick B Garland
Level I Department of Justice
Buy$100K-250K
-91.3% vs SPY
MUBiShares National Muni Bond ETF
MB
Merrick B Garland
Level I Department of Justice
Buy$50K-100K
-91.3% vs SPY
MUBiShares National Muni Bond ETF
MB
Merrick B Garland
Level I Department of Justice
Sell$50K-100K
-88.6% vs SPY
BMYBristol-Myers Squibb
MB
Merrick B Garland
Level I Department of Justice
Sell$100K-250K
-132.7% vs SPY
GISGeneral Mills, Inc.
MB
Merrick B Garland
Level I Department of Justice
Sell$1K-15K
-96.9% vs SPY
SJMThe J. M. Smucker Co.
MB
Merrick B Garland
Level I Department of Justice
Sell$100K-250K
-74.5% vs SPY
PGProcter & Gamble Co.
MB
Merrick B Garland
Level I Department of Justice
Sell$15K-50K
-111.4% vs SPY
PFEPfizer Inc.
MB
Merrick B Garland
Level I Department of Justice
Sell$1K-15K
-69.3% 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 | — | -44.9% | ||
MB Merrick B Garland Level I Department of Justice | iShares National Muni Bond ETF | Buy | $15K-50K | 2021-07-21 | 2021-08-28 | — | -91.3% | ||
MB Merrick B Garland Level I Department of Justice | iShares National Muni Bond ETF | Buy | $100K-250K | 2021-07-21 | 2021-08-28 | — | -91.3% | ||
MB Merrick B Garland Level I Department of Justice | iShares National Muni Bond ETF | Buy | $50K-100K | 2021-07-21 | 2021-08-28 | — | -91.3% | ||
MB Merrick B Garland Level I Department of Justice | Bristol-Myers Squibb | Sell | $50K-100K | 2021-06-02 | 2021-07-22 | — | -88.6% | ||
MB Merrick B Garland Level I Department of Justice | General Mills, Inc. | Sell | $100K-250K | 2021-06-02 | 2021-07-22 | — | -132.7% | ||
MB Merrick B Garland Level I Department of Justice | The J. M. Smucker Co. | Sell | $1K-15K | 2021-06-02 | 2021-07-22 | — | -96.9% | ||
MB Merrick B Garland Level I Department of Justice | Procter & Gamble Co. | Sell | $100K-250K | 2021-06-02 | 2021-07-22 | — | -74.5% | ||
MB Merrick B Garland Level I Department of Justice | Pfizer Inc. | Sell | $15K-50K | 2021-06-02 | 2021-07-22 | — | -111.4% | ||
MB Merrick B Garland Level I Department of Justice | Viatris Inc. | Sell | $1K-15K | 2021-06-02 | 2021-07-22 | — | -69.3% | ||
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 | — | — |