None of the 29 investors followed here reported a position in BSCV in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
| Member | Buys | Sells | Est. net | Last move |
|---|---|---|---|---|
| Lindsey Graham Sen. SC | 1 | +$32.5K | Bought Jun 30, 25 |
| Traded | Member | Owner | Type | Amount | Filed | Report |
|---|---|---|---|---|---|---|
| Jun 30, 25 | Lindsey Graham Sen. SC | Self | Buy | $15,001 - $50,000 | Jul 14, 25 (14d) | Report |
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.0 | 0.6 | -2.0 | 0.1 | -0.3 | -0.3 | -1.0 | -0.2 | -2.5 | 0.6 | −5.0% | ||
| 2025 | 0.4 | 1.5 | -0.3 | 0.2 | -0.1 | 1.2 | -0.4 | 1.2 | 0.2 | -0.1 | 0.5 | -0.3 | +4.0% |
| 2024 | -0.9 | -1.8 | 0.9 | -2.8 | 1.3 | 0.4 | 2.1 | 1.2 | 1.2 | -2.8 | 0.9 | -1.8 | −2.2% |
| 2023 | 4.3 | -4.0 | 3.1 | 0.3 | -1.8 | -0.2 | -0.2 | -1.1 | -3.3 | -2.3 | 6.0 | 3.9 | +4.2% |
| 2022 | -3.3 | -2.0 | -3.7 | -6.3 | 1.0 | -3.3 | 4.3 | -4.6 | -5.8 | -0.5 | 4.9 | -1.7 | −19.6% |
| 2021 | -0.5 | -0.4 | 0.2 | −0.7% |
The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The underlying index seeks to measure the performance of a portfolio of U.S. dollar-denominated investment grade corporate bonds with maturities or, in some cases, “effective maturities” in the year 2031 (collectively, “2031 Bonds”).
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