| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Renaissance Technologies | $14.1M | 0.02% | 530.60K | +12% | Q2 2026 |
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 |
|---|---|---|---|---|
| John Boozman Sen. AR | 5 | 2 | +$24.0K | Bought Jun 17, 26 |
| Traded | Member | Owner | Type | Amount | Filed | Report |
|---|---|---|---|---|---|---|
| Jun 17, 26 | John Boozman Sen. AR | Joint | Buy | $1,001 - $15,000 | Jul 13, 26 (26d) | Report |
| May 27, 26 | John Boozman Sen. AR | Joint | Buy | $1,001 - $15,000 | Jun 16, 26 (20d) | Report |
| May 13, 26 | John Boozman Sen. AR | Joint | Sell (part) | $1,001 - $15,000 | Jun 16, 26 (34d) | Report |
| May 13, 26 | John Boozman Sen. AR | Joint | Sell (part) | $1,001 - $15,000 | Jun 16, 26 (34d) | Report |
| Sep 16, 25 | John Boozman Sen. AR | Joint | Buy | $1,001 - $15,000 | May 11, 26 (237d) | Report |
| Sep 16, 25 | John Boozman Sen. AR | Joint | Buy | $1,001 - $15,000 | Oct 10, 25 (24d) | Report |
| Aug 1, 25 | John Boozman Sen. AR | Joint | Buy | $1,001 - $15,000 | Sep 12, 25 (42d) | 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 | 0.6 | 1.2 | -1.3 | 1.0 | -0.1 | -1.2 | -1.5 | -0.7 | -3.0 | 0.3 | −4.8% | ||
| 2025 | 1.2 | 2.1 | 0.7 | -0.2 | -1.2 | 0.6 | -0.3 | 1.2 | 0.1 | 0.0 | -0.2 | -1.6 | +2.6% |
| 2024 | 0.3 | -1.1 | 0.7 | -1.8 | 1.3 | 0.2 | 1.3 | 0.5 | 1.3 | -1.9 | 0.4 | -2.2 | −1.0% |
| 2023 | 2.0 | -1.3 | 2.9 | -0.1 | -1.6 | -0.5 | -0.4 | -1.1 | -2.2 | -0.9 | 2.4 | 1.9 | +0.8% |
| 2022 | -2.0 | 0.6 | -2.1 | -2.6 | -1.6 | -4.1 | 3.7 | -3.5 | -7.3 | 0.9 | 1.5 | -2.5 | −17.6% |
| 2021 | 0.3 | -1.6 | -0.2 | 1.2 | 0.8 | 0.2 | 2.2 | -0.7 | -1.4 | 0.6 | 0.5 | -0.6 | +1.3% |
| 2020 | 2.1 | 0.9 | -1.5 | 2.7 | 0.5 | 1.1 | 2.2 | 0.9 | -0.5 | -0.9 | 0.8 | 0.9 | +9.6% |
| 2019 | 1.5 | -0.2 | 1.9 | 0.3 | 1.6 | 0.5 | -0.1 | 2.1 | -1.2 | -0.1 | 0.0 | -0.1 | +6.3% |
| 2018 | -0.9 | -0.9 | 0.8 | -0.3 | -0.1 | 0.4 | -0.8 | 0.3 | -1.2 | -1.6 | 0.3 | 0.1 | −3.9% |
| 2017 | 0.9 | 0.4 | 0.0 | 0.3 | -0.1 | -1.1 | 0.3 | 0.9 | -0.9 | 0.1 | -0.1 | 0.3 | +1.1% |
| 2016 | 1.6 | 1.1 | 1.8 | 0.2 | -0.8 | 2.3 | 0.7 | -0.4 | 0.8 | -0.8 | -2.2 | -1.0 | +3.2% |
| 2015 | 3.1 | -1.3 | -0.5 | 0.7 | -1.1 | -0.9 | 0.4 | -1.0 | -0.4 | 0.3 | -0.1 | -1.2 | −2.0% |
| 2014 | 2.3 | 0.4 | -0.5 | 1.4 | 1.8 | 0.1 | -0.3 | 0.4 | -2.8 | 0.8 | 0.2 | -0.9 | +2.8% |
| 2013 | -0.8 | 0.1 | 0.2 | 0.9 | -4.3 | -4.0 | 0.8 | -1.9 | 1.6 | 0.4 | -1.1 | -1.7 | −9.5% |
| 2012 | 2.1 | -0.5 | -1.0 | 1.9 | 1.6 | -1.0 | 1.5 | -0.4 | 0.6 | 0.7 | 0.4 | -1.2 | +4.8% |
| 2011 | 0.0 | 0.8 | 0.9 | 2.2 | 0.0 | 0.2 | 3.3 | 0.4 | -0.2 | 1.7 | 0.4 | 0.1 | +10.1% |
| 2010 | 1.0 | 2.1 | -1.8 | -1.8 | −0.5% |
The fund will invest at least 90% of its net assets in securities included in the index. The index includes all publicly-issued U.S. Treasury Inflation-Protected Securities (TIPS) that have at least one year remaining to maturity, are rated investment grade and have $500 million or more of outstanding face value. The TIPS in the index must be denominated in U.S. dollars and must be fixed-rate and non-convertible.