Joe Courtney
U.S. Representative, Connecticut district 2 (CT02)
Latest disclosure May 14, 2026: Annual report (FD Original) for 2025, filing 10076814.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10076814.
As of May 14, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| BBUS | IRA ⇒ JPMorgan BetaBuilders U.S. Equity ETF (BBUS) EF | Member | $100,001 - $250,000 | p. 6 |
| none | TR 403(b) ⇒ T. Rowe Price Retirement 2025 MF | Spouse | $100,001 - $250,000 | p. 8 |
| TFI | Inherited Brokerage Account ⇒ State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) EF | Spouse | $50,001 - $100,000 | p. 3 |
| JIRE | IRA ⇒ J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE) EF | Member | $50,001 - $100,000 | p. 5 |
| JBND | IRA ⇒ JPMorgan Active Bond ETF (JBND) EF | Member | $50,001 - $100,000 | p. 6 |
| JCPB | IRA ⇒ JPMorgan Core Plus Bond ETF (JCPB) EF | Member | $50,001 - $100,000 | p. 6 |
| RFDTX | Hartford Healthcare 401k ⇒ American Funds 2025 Target Date Retirement Fd Cl R-6 (RFDTX) MF | Spouse | $15,001 - $50,000 | p. 1 |
| IEFA | Inherited Brokerage Account ⇒ iShares Core MSCI EAFE ETF (IEFA) EF | Spouse | $15,001 - $50,000 | p. 1 |
| IVV | Inherited Brokerage Account ⇒ iShares Core S&P 500 ETF (IVV) EF | Spouse | $15,001 - $50,000 | p. 2 |
| SCHA | Inherited Brokerage Account ⇒ Schwab U.S. Small-Cap ETF (SCHA) EF | Spouse | $15,001 - $50,000 | p. 2 |
| IEMG | IRA ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) EF | Member | $15,001 - $50,000 | p. 5 |
| AGG | IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | Member | $15,001 - $50,000 | p. 5 |
| JGRO | IRA ⇒ J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF (JGRO) EF | Member | $15,001 - $50,000 | p. 5 |
| JAVA | IRA ⇒ JPMorgan Active Value ETF (JAVA) EF | Member | $15,001 - $50,000 | p. 6 |
| JEMA | IRA ⇒ JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) EF | Member | $15,001 - $50,000 | p. 6 |
| JGLO | IRA ⇒ JPMorgan Global Select Equity ETF (JGLO) EF | Member | $15,001 - $50,000 | p. 6 |
| JPIE | IRA ⇒ JPMorgan Income ETF (JPIE) EF | Member | $15,001 - $50,000 | p. 6 |
| JIVE | IRA ⇒ JPMorgan International Value ETF (JIVE) EF | Member | $15,001 - $50,000 | p. 6 |
| ATEYX | Rollover IRA ⇒ AB Sustainable Global Thematic Fund - ADV (ATEYX) MF | Spouse | $15,001 - $50,000 | p. 7 |
| CGBIX | Rollover IRA ⇒ Calvert Green Bond Fund Class I (CGBIX) MF | Spouse | $15,001 - $50,000 | p. 7 |
| CINCX | Rollover IRA ⇒ Calvert Income Fund Class I (CINCX) MF | Spouse | $15,001 - $50,000 | p. 7 |
| AFEIX | Rollover IRA ⇒ Large Cap Equity Fund - I Class (AFEIX) MF | Spouse | $15,001 - $50,000 | p. 7 |
| ESGYX | Rollover IRA ⇒ Mirova Global Megatrends Fund Class Y (ESGYX) MF | Spouse | $15,001 - $50,000 | p. 7 |
| EIPTX | Rollover IRA ⇒ UBS Engage For Impact Fund Class P2 (EIPTX) MF | Spouse | $15,001 - $50,000 | p. 7 |
| ESPTX | Rollover IRA ⇒ UBS International Sustainable Equity Fund Class P2 (ESPTX) MF | Spouse | $15,001 - $50,000 | p. 8 |
| UDBTX | Rollover IRA ⇒ UBS Sustainable Development Bank Bond Fund Class P2 (UDBTX) MF | Spouse | $15,001 - $50,000 | p. 8 |
| PGSYX | Rollover IRA ⇒ Victory Pioneer Global Equity Fund Class Y (PGSYX) MF | Spouse | $15,001 - $50,000 | p. 8 |
| SGOV | Inherited Brokerage Account ⇒ iShares 0-3 Month Treasury Bond ETF (SGOV) EF | Spouse | $1,001 - $15,000 | p. 1 |
| TLT | Inherited Brokerage Account ⇒ iShares 20+ Year Treasury Bond ETF (TLT) EF | Spouse | $1,001 - $15,000 | p. 1 |
| IAU | Inherited Brokerage Account ⇒ iShares Gold Trust Shares (IAU) EF | Spouse | $1,001 - $15,000 | p. 2 |
| MBB | Inherited Brokerage Account ⇒ iShares MBS ETF (MBB) EF | Spouse | $1,001 - $15,000 | p. 2 |
| EFV | Inherited Brokerage Account ⇒ iShares MSCI EAFE Value ETF (EFV) EF | Spouse | $1,001 - $15,000 | p. 2 |
| QUAL | Inherited Brokerage Account ⇒ iShares MSCI USA Quality Factor ETF (QUAL) EF | Spouse | $1,001 - $15,000 | p. 2 |
| OEF | Inherited Brokerage Account ⇒ iShares S&P 100 ETF (OEF) EF | Spouse | $1,001 - $15,000 | p. 2 |
| IVW | Inherited Brokerage Account ⇒ iShares S&P 500 Growth ETF (IVW) EF | Spouse | $1,001 - $15,000 | p. 2 |
| SUB | Inherited Brokerage Account ⇒ iShares Short-Term National Muni Bond ETF (SUB) EF | Spouse | $1,001 - $15,000 | p. 2 |
| SHM | Inherited Brokerage Account ⇒ SPDR Nuveen Bloomberg Short Term Municipal Bond ETF (SHM) EF | Spouse | $1,001 - $15,000 | p. 3 |
| XLF | Inherited Brokerage Account ⇒ SPDR Select Sector Fund - Financial (XLF) EF | Spouse | $1,001 - $15,000 | p. 3 |
| XLC | Inherited Brokerage Account ⇒ State Street Communication Services Select Sector SPDR ETF (XLC) EF | Spouse | $1,001 - $15,000 | p. 3 |
| XLY | Inherited Brokerage Account ⇒ State Street Consumer Discretionary Select Sector SPDR ETF (XLY) EF | Spouse | $1,001 - $15,000 | p. 3 |
| XLI | Inherited Brokerage Account ⇒ State Street Industrial Select Sector SPDR ETF (XLI) EF | Spouse | $1,001 - $15,000 | p. 3 |
| XLK | Inherited Brokerage Account ⇒ State Street Technology Select Sector SPDR ETF (XLK) EF | Spouse | $1,001 - $15,000 | p. 3 |
| VO | Inherited Brokerage Account ⇒ Vanguard Mid-Cap ETF (VO) EF | Spouse | $1,001 - $15,000 | p. 3 |
| VONG | Inherited Brokerage Account ⇒ Vanguard Russell 1000 Growth ETF (VONG) EF | Spouse | $1,001 - $15,000 | p. 3 |
| BSV | Inherited Brokerage Account ⇒ Vanguard Short-Term Bond ETF (BSV) EF | Spouse | $1,001 - $15,000 | p. 4 |
| VPU | Inherited Brokerage Account ⇒ Vanguard Utilities ETF (VPU) EF | Spouse | $1,001 - $15,000 | p. 4 |
| BHYIX | Inherited IRA ⇒ BlackRock High Yield Portfolio - Institutional (BHYIX) MF | Spouse | $1,001 - $15,000 | p. 4 |
| CEMIX | Inherited IRA ⇒ Causeway Emerging Markets Fund Insti Cl (CEMIX) MF | Spouse | $1,001 - $15,000 | p. 4 |
| CPXIX | Inherited IRA ⇒ Cohen & Steers Preferred Securities and Income Fund Inc. Class I (CPXIX) MF | Spouse | $1,001 - $15,000 | p. 4 |
| CSDIX | Inherited IRA ⇒ Cohen & Steers Real Estate Securities Fund, Inc. Class I (CSDIX) MF | Spouse | $1,001 - $15,000 | p. 4 |
| MLPA | Inherited IRA ⇒ Global X MLP ETF (MLPA) EF | Spouse | $1,001 - $15,000 | p. 4 |
| PGX | Inherited IRA ⇒ Invesco Preferred ETF (PGX) EF | Spouse | $1,001 - $15,000 | p. 4 |
| PXF | Inherited IRA ⇒ Invesco RAFI Developed Markets ex-U.S. ETF (PXF) EF | Spouse | $1,001 - $15,000 | p. 4 |
| BKLN | Inherited IRA ⇒ Invesco Senior Loan ETF (BKLN) EF | Spouse | $1,001 - $15,000 | p. 4 |
| TLT | Inherited IRA ⇒ iShares 20+ Year Treasury Bond ETF (TLT) EF | Spouse | $1,001 - $15,000 | p. 4 |
| IDV | Inherited IRA ⇒ iShares International Select Dividend ETF (IDV) EF | Spouse | $1,001 - $15,000 | p. 5 |
| EMB | Inherited IRA ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) EF | Spouse | $1,001 - $15,000 | p. 5 |
| SCHD | Inherited IRA ⇒ Schwab US Dividend Equity ETF (SCHD) EF | Spouse | $1,001 - $15,000 | p. 5 |
| PRFRX | Inherited IRA ⇒ T. Rowe Price Floating Rate Fund, Inc. (PRFRX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| VEGBX | Inherited IRA ⇒ Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| VYM | Inherited IRA ⇒ Vanguard High Dividend Yield ETF (VYM) EF | Spouse | $1,001 - $15,000 | p. 5 |
| VYMI | Inherited IRA ⇒ Vanguard International High Dividend Yield ETF (VYMI) EF | Spouse | $1,001 - $15,000 | p. 5 |
| VT | Inherited IRA ⇒ Vanguard Total World Stock Index ETF (VT) EF | Spouse | $1,001 - $15,000 | p. 5 |
| BBHY | IRA ⇒ JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) EF | Member | $1,001 - $15,000 | p. 6 |
| JIG | IRA ⇒ JPMorgan International Growth ETF (JIG) EF | Member | $1,001 - $15,000 | p. 6 |
| VIG | IRA ⇒ Vanguard Div Appreciation ETF (VIG) EF | Member | $1,001 - $15,000 | p. 7 |
| FHESX | Rollover IRA ⇒ Federated Hermes SDG Engagement Equity Fund IS Class (FHESX) MF | Spouse | $1,001 - $15,000 | p. 7 |
| FHHIX | Rollover IRA ⇒ Federated Hermes SDG Engagement High Yield Credit Fund IS Class (FHHIX) MF | Spouse | $1,001 - $15,000 | p. 7 |
| ESGD | Rollover IRA ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) EF | Spouse | $1,001 - $15,000 | p. 7 |
| SUSC | Rollover IRA ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) EF | Spouse | $1,001 - $15,000 | p. 7 |
| MUB | Inherited Brokerage Account ⇒ iShares National Muni Bond ETF (MUB) EF | Spouse | $1 - $1,000 | p. 2 |
| PZA | Inherited Brokerage Account ⇒ Invesco National AMT-Free Municipal Bond ETFo (PZA) EF | Spouse | None | p. 1 |
| EFG | Inherited Brokerage Account ⇒ iShares MSCI EAFE Growth ETF (EFG) EF | Spouse | None | p. 2 |
| EMXC | Inherited Brokerage Account ⇒ iShares MSCI Emerging Markets ex China ETF (EMXC) EF | Spouse | None | p. 2 |
| DYNF | Inherited Brokerage Account ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF) EF | Spouse | None | p. 2 |
| XLB | Inherited Brokerage Account ⇒ Materials Select Sector SPDR (XLB) EF | Spouse | None | p. 2 |
| XLP | Inherited Brokerage Account ⇒ SPDR Select Sector Fund - Consumer Staples (XLP) EF | Spouse | None | p. 3 |
| XLE | Inherited Brokerage Account ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) EF | Spouse | None | p. 3 |
| XLV | Inherited Brokerage Account ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | Spouse | None | p. 3 |
| XLU | Inherited Brokerage Account ⇒ SPDR Select Sector Fund - Utilities (XLU) EF | Spouse | None | p. 3 |
| VTWO | Inherited Brokerage Account ⇒ Vanguard Russell 2000 ETF (VTWO) EF | Spouse | None | p. 4 |
| AHIIX | Inherited IRA ⇒ High Income Fund - I Class (AHIIX) MF | Spouse | None | p. 4 |
| LSFYX | Inherited IRA ⇒ Loomis Sayles Senior Floating Rate and Fixed Income Fd Cl Y (LSFYX) MF | Spouse | None | p. 5 |
| TLH | IRA ⇒ iShares 10-20 Year Treasury Bond ETF (TLH) EF | Member | None | p. 5 |
| BBIN | IRA ⇒ JPMorgan BetaBuilders International Equity ETF (BBIN) EF | Member | None | p. 6 |
| BBMC | IRA ⇒ JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) EF | Member | None | p. 6 |
| VYMI | IRA ⇒ Vanguard International High Dividend Yield ETF (VYMI) EF | Member | None | p. 7 |
| none | Rollover IRA ⇒ Calvert US Large Cap Value MF | Spouse | None | p. 7 |
6 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
1 row(s) on this report give no value band (for example “Undetermined”) and are left out.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
No transactions itemised from periodic transaction reports in this period.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- May 14, 2026 Annual report (FD Original) (2025), filing 10076814 itemised above
- May 14, 2025 Annual report (FD Original) (2024), filing 10067873
Discussion
About this member's disclosures. Anyone can read. Posting needs an account with a confirmed email. Plain text only; links are not accepted. A post reported by 3 people is hidden until a moderator reviews it.
No posts yet.
Posting opens once account sign-up is live. Log in if you already have a confirmed account.