| Ticker | Amount | Traded | Disclosed | |
|---|
| bought joint |
Pacific Co B1 Bond - Trimble 05/29/28 CS |
$500k–1M |
2026-05-28 |
2026-05-28 |
filing |
| bought joint |
Black Belt Energy Gas Dist Ala Gas 5.00% Due Oct 1, 2033 GS |
$250k–500k |
2026-05-04 |
2026-05-04 |
filing |
| bought joint |
Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 GS |
$50k–100k |
2026-05-04 |
2026-05-04 |
filing |
| bought joint |
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 GS |
$1k–15k |
2026-04-30 |
2026-04-30 |
filing |
| sold (part) joint |
Maryland ST Dept TR 5% Comb Tax Due Nov 1, 2027 GS |
$15k–50k |
2026-04-09 |
2026-04-09 |
filing |
| bought joint |
Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 GS |
$15k–50k |
2026-04-01 |
2026-04-01 |
filing |
| bought joint |
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 GS |
$15k–50k |
2026-02-23 |
2026-02-23 |
filing |
| sold (part) joint |
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 GS |
$15k–50k |
2026-01-13 |
2026-01-13 |
filing |
| sold (part) joint |
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 GS |
$15k–50k |
2026-01-13 |
2026-01-13 |
filing |
| sold (part) joint |
Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27 Due Nov 1, 2027 GS |
$15k–50k |
2026-01-13 |
2026-01-13 |
filing |
| sold (part) joint |
North Dakota ST HSG Fin Agy Home MTG 1.85% Due Jan 1, 2032 GS |
$15k–50k |
2026-01-13 |
2026-01-13 |
filing |
| sold (part) joint |
Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 GS |
$15k–50k |
2026-01-13 |
2026-01-13 |
filing |
| sold (part) joint |
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 GS |
$15k–50k |
2026-01-13 |
2026-01-13 |
filing |
| sold (part) joint |
Spring TX Isd 4%31 Go Utx Due 08/15/31 GS |
$15k–50k |
2026-01-13 |
2026-01-13 |
filing |
| sold (part) joint |
Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 GS |
$50k–100k |
2026-01-13 |
2026-01-13 |
filing |
| sold (part) joint |
Triborough Bridge & 4%31 SPL Tax Due 11/15/31 GS |
$15k–50k |
2026-01-13 |
2026-01-13 |
filing |
| sold (part) joint |
TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 GS |
$15k–50k |
2026-01-13 |
2026-01-13 |
filing |
| sold (part) joint |
University Kans Hos 4%36 SYST HLTH Due 03/01/36 GS |
$50k–100k |
2026-01-13 |
2026-01-13 |
filing |
| sold (part) joint |
Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 GS |
$50k–100k |
2026-01-13 |
2026-01-13 |
filing |
| sold (part) joint |
Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 GS |
$15k–50k |
2026-01-13 |
2026-01-13 |
filing |
| sold joint |
New York NY City Transitional Fin 5.00% Due Feb 1, 2032 GS |
$250k–500k |
2026-01-06 |
2026-01-06 |
filing |
| bought joint |
New York NY City Transitional Fin 5.00% Due Nov 1, 2037 GS |
$250k–500k |
2026-01-06 |
2026-01-06 |
filing |
| bought joint |
Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 GS |
$1k–15k |
2025-12-17 |
2025-12-17 |
filing |