Lisa Blunt RochesterFiling

Annual Report | Filed on 14 May 2019

This congressional financial disclosure from Lisa Blunt Rochester (annual report) contains 78 stock trades. It was filed on 14 May 2019. Reported tickers include IJR, MBB, IAU, VEA, IGSB, and 12 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

Want to automatically copy Pelosi trades?

Mirror Nancy Pelosi's portfolio with just one click on eToro.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Past Performance is not an indication of future results.

Politician Name
Lisa Blunt Rochester
Filing Type
Annual Report
Filed Date
14 May 2019
View Original Filing (PDF)

Transactions

78 transactions
VEA
P28 Dec 2018$15,001 - $50,000VANGUARD FTSE DEV MKT ETF (VEA)
VEA
P28 Dec 2018$100,001 - $250,000VANGUARD FTSE DEV MKT ETF (VEA)
IJR
S19 Dec 2018$100,001 - $250,000ISHARES CORE S&P SCP ETF (IJR)
IJR
S19 Dec 2018$15,001 - $50,000ISHARES CORE S&P SCP ETF (IJR)
IGIB
S (partial)13 Dec 2018$15,001 - $50,000ISHARES INTRM TR CRP ETF (IGIB)
SHY
P13 Dec 2018$15,001 - $50,000ISHARES 1 3 YR TREAS BD ETF (SHY)
LISA BLUNT ROCHESTER REV ...
P30 Nov 2018$50,001 - $100,000CINCINNATI FINANCIAL CORP SENIOR DEBENTURE 6.92% 05/15/2028 BUY TRADE 60 @1...
IGSB
S30 Nov 2018$50,001 - $100,000ISHARES SH TR CRPORT ETF (IGSB) (FORMERLY TICKER SYMBOL CSJ)
ICF
S12 Oct 2018$15,001 - $50,000ISHARES COHEN STEER REIT ETF (ICF)
ICF
S12 Oct 2018$100,001 - $250,000iShares Cohen & Steers REIT ETF (ICF)
SPY
S (partial)4 Oct 2018$15,001 - $50,000SPDR TR S&P 500 ETF TR (SPY)
IJR
S (partial)4 Oct 2018$1,001 - $15,000ISHARES CORE S&P SCP ETF (IJR)
LISA BLUNT ROCHESTER REV ...
P17 Sept 2018$15,001 - $50,000THERMO FISHER SCIENTIFIC SENIOR NOTE CALLABLE M/W 3.65% 12/15/2025 BUY TRAD...
LISA BLUNT ROCHESTER REV ...
S14 Sept 2018$15,001 - $50,000BLOCK FINANCIAL CORP SR NOTE CLBL M/W CR SENS 5.5% 11/01/2022 SELL TRADE 25...
LISA BLUNT ROCHESTER REV ...
P6 Sept 2018$15,001 - $50,000STARBUCKS CORP SENIOR NOTE CALLABLE M/W 3.8% 08/15/2025
IJH
P28 Aug 2018$1,001 - $15,000ISHARES CORE S&P MCP ETF (IJH)
IJR
S (partial)28 Aug 2018$1,001 - $15,000ISHARES CORE S&P SCP ETF (IJR)
MBB
P16 Aug 2018$50,001 - $100,000ISHARES MBS ETF (MBB)
IAU
P16 Aug 2018$1,001 - $15,000ISHARES GOLD TRUST ISHARES ETF (IAU)
VWO
P16 Aug 2018$15,001 - $50,000VANGUARD FTSE EMR MKT ETF (VWO)
SPY
P16 Aug 2018$1,001 - $15,000SPDR TR S&P 500 ETF TR (SPY)
VEA
P16 Aug 2018$15,001 - $50,000VANGUARD FTSE DEV MKT ETF (VEA)
IJH
P16 Aug 2018$15,001 - $50,000ISHARES CORE S&P MID-CAP ETF (IJH)
IAU
P3 Aug 2018$15,001 - $50,000ISHARES GOLD TRUST ISHARES ETF (IAU)
IJH
P3 Aug 2018$100,001 - $250,000ISHARES CORE S&P MID-CAP ETF (IJH)
JNK
P3 Aug 2018$1,001 - $15,000SPDR FTSE BLOOMBERG BRCLYS HI YLD BD ETF (JNK)
MBB
P3 Aug 2018$100,001 - $250,000ISHARES MBS ETF (MBB)
LISA BLUNT ROCHESTER REV ...
P30 May 2018$15,001 - $50,000GOLDMAN SACHS BK USA NY CD 3%
LISA BLUNT ROCHESTER IRA ...
P30 May 2018$15,001 - $50,000GOLDMAN SACHS BK USA NY CD 3% 06/07/2021
LISA BLUNT ROCHESTER REV ...
P30 May 2018$100,001 - $250,000GOLDMAN SACHS BK USA NY CD 3%
LISA BLUNT ROCHESTER IRA ...
P30 May 2018$15,001 - $50,000GOLDMAN SACHS BK USA NY CD 3%
VEA
S (partial)29 May 2018$15,001 - $50,000VANGUARD FTSE DEV MKT ETF (VEA)
VEA
S (partial)29 May 2018$250,001 - $500,000VANGUARD FTSE DEV MKT ETF (VEA)
AGG
S (partial)16 May 2018$1,001 - $15,000ISHARES CORE US AGGBD (AGG)
CSJ
P16 May 2018$1,001 - $15,000CSJ became IGSB.
CSJ
P10 May 2018$15,001 - $50,000CSJ became IGSB
CSJ
P10 May 2018$50,001 - $100,000ISHARES 1 3 YR CR BD ETF (CSJ)
LISA BLUNT ROCHESTER REV ...
S (partial)10 May 2018$50,001 - $100,000ISHARES CORE US AGG BD ETF
AGG
S10 May 2018$15,001 - $50,000ISHARES CORE US AGGBD ET ETF (AGG)
SPY
S (partial)26 Apr 2018$1,001 - $15,000SPDR TR S&P 500 ETF TR (SPY)
IJH
S (partial)26 Apr 2018$15,001 - $50,000ISHARES CORE S&P MID-CAP ETF (IJH)
JNK
S (partial)26 Apr 2018$1,001 - $15,000SPDR SERIES TRUST BLOOMBERG BRCLYS ETF (JNK)
IWB
S (partial)26 Apr 2018$1,001 - $15,000ISHARES RUS 1000 ETF (IWB)
VEA
S (partial)26 Apr 2018$15,001 - $50,000VANGUARD FTSE DEV MKT ETF (VEA)
MBB
S (partial)26 Apr 2018$1,001 - $15,000ISHARES MBS ETF (MBB)
IJR
S (partial)6 Apr 2018$15,001 - $50,000ISHARES CORE S&P SCP ETF (IJR)
IAU
S (partial)6 Apr 2018$1,001 - $15,000ISHARES GOLD TRUST ISHARES ETF (IAU)
VEA
S (partial)6 Apr 2018$15,001 - $50,000VANGUARD FTSE DEV MKT ETF (VEA)
LISA BLUNT ROCHESTER REV ...
S (partial)6 Apr 2018$50,001 - $100,000ISHARES CORE US AGG BD ETF
SPY
P6 Apr 2018$15,001 - $50,000SPDR TR S&P 500 ETF TR (SPY)
ICF
S6 Apr 2018$15,001 - $50,000iShares Cohen & Steers REIT ETF (ICF)
LISA BLUNT ROCHESTER IRA ...
P6 Mar 2018$1,001 - $15,000CARLISLE COS INC SENIOR NOTE CALLABLE M/W 3.75%
LISA BLUNT ROCHESTER IRA ...
P6 Mar 2018$1,001 - $15,000CARLISLE COS INC SENIOR NOTE CALLABLE M/W 3.75% 12/01/2027 BUY
LISA BLUNT ROCHESTER IRA ...
P2 Mar 2018$15,001 - $50,000CINCINNATI FINANCIAL CORP SENIOR DEBENTURE, RATE: 6.92
LISA BLUNT ROCHESTER IRA ...
P2 Mar 2018$15,001 - $50,000CINCINNATI FINANCIAL CORP SENIOR DEBENTURE 6.92%
AGG
S (partial)1 Mar 2018$1,001 - $15,000ISHARES CORE US AGGBD ET ETF (AGG)
CIU
S1 Mar 2018$1,001 - $15,000ISHARES INTRMD CR BD ETF (CIU)
IJR
S (partial)1 Mar 2018$1,001 - $15,000ISHARES CORE S&P SCP ETF (IJR)
LISA BLUNT ROCHESTER REV ...
P22 Feb 2018$15,001 - $50,000LYB INTL FINANCE BV SENIOR NOTE M/W 4% 07/15/2023 BUY TRADE 40 @102.521
LISA BLUNT ROCHESTER REV ...
S15 Feb 2018$15,001 - $50,000HESS CORPORATION SENIOR NOTE M/W 8.125% 02/15/2019
VEA
P3 Jan 2018$100,001 - $250,000VANGUARD FTSE DEV MKT ETF (VEA)
IAU
P3 Jan 2018$15,001 - $50,000ISHARES GOLD TRUST ISHARES ETF (IAU)
LISA BLUNT ROCHESTER REV ...
P3 Jan 2018$50,001 - $100,000ISHARES CORE US AGG BD ETF
VWO
P3 Jan 2018$50,001 - $100,000VANGUARD FTSE EMR MKT ETF (VWO)
SPY
P3 Jan 2018$100,001 - $250,000SPDR TR S&P 500 ETF TR (SPY)
IJH
P3 Jan 2018$100,001 - $250,000ISHARES CORE S&P MID-CAP ETF (IJH)
JNK
P3 Jan 2018$15,001 - $50,000SPDR FTSE BLOOMBERG BRCLYS HI YLD BD ETF (JNK)
IJR
P3 Jan 2018$15,001 - $50,000ISHARES CORE S&P SMALL-CAP ETF (IJR)
ICF
P3 Jan 2018$15,001 - $50,000iShares Cohen & Steers REIT ETF (ICF)
IWB
P3 Jan 2018$100,001 - $250,000ISHARES RUS 1000 ETF (IWB)
LISA BLUNT ROCHESTER REV ...
S2 Jan 2018$100,001 - $250,000CVS HEALTH CORPORATION SENIOR NOTE CALLABLE M/W 3.375% 08/12/2024 SELL TRAD...
TOTL
S (partial)2 Jan 2018$100,001 - $250,000SPDR DoubleLine Total Return Tactical ETF (TOTL)
LISA BLUNT ROCHESTER REV ...
S2 Jan 2018$50,001 - $100,000HCP INC SENIOR NOTE CALLABLE M/W 4% 06/01/2025 SELL TRADE 75 @102.302
MBB
S (partial)2 Jan 2018$100,001 - $250,000ISHARES MBS ETF (MBB)
LISA BLUNT ROCHESTER REV ...
S2 Jan 2018$100,001 - $250,000NVR INC SENIOR NOTE CALLABLE M/W 3.95% 09/15/2022 SELL TRADE 120 @104.105
LISA BLUNT ROCHESTER REV ...
S2 Jan 2018$100,001 - $250,000$FZC: BHP BILLITON FIN USA LTD SENIOR NOTE 2.875% 02/24/2022 SELL TRADE 100...
LISA BLUNT ROCHESTER REV ...
S2 Jan 2018$100,001 - $250,000MOODY'S CORP SENIOR MED TERM NOTE CLBL M/W 2.75% 07/15/2019 SELL TRADE 100 ...
LISA BLUNT ROCHESTER REV ...
S2 Jan 2018$100,001 - $250,000CHEVRON CORP SENIOR NOTE CALLABLE M/W 3.326% 11/17/2025 SELL TRADE 100 @102...
Pelosi Tracker
© 2026 - All rights reserved. Powered by Vantara Labs
Pelosi Tracker is an independent, third-party platform. It is not affiliated with, endorsed by, or in any way associated with Nancy Pelosi, her office or her representatives, or with any other member of Congress. Any use of her name is solely for the purpose of discussing publicly available information.The information provided by Pelosi Tracker is for informational and educational purposes only and is not intended to serve as, nor should it be construed as, financial or investment advice. The data presented here is sourced from publicly available filings and records. While we strive for accuracy, timeliness, and completeness, we do not guarantee that all information is error-free or current.