Follow-The-Filings

Joni Ernst

R-IA Senator for Iowa Republican In Congress since 2015

Joni Ernst reported no stock trades since Oct 4, 2023. The 2025 annual report lists 51 assets.

Reported holdings

2025 annual report · filed May 15, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original
$355K–$1.4M sum of 51 disclosed ranges
  • Fund 46
  • Cash 4
  • Other 1
  1. First Interstate BankCashJoint$250K–$500KSame band
  2. DODIXDodge & Cox Income FundFundSelf$15K–$50K▲ $1K–$15K
  3. FXAIXFidelity 500 Index FundFundSelf$15K–$50KSame band
  4. MEIIXMFS Value Fund Class IFundSelf$15K–$50KSame band
  5. TRLGXT. Rowe Price Large-Cap Growth Fund I ClassFundSelf$15K–$50KSame band
  6. DWGHXAmerican Funds Developing World Growth and IncomFundSelf$1K–$15KSame band
  7. AIVFXAmerican Funds International Vantage Fund ClassFundSelf$1K–$15KSame band
  8. MFAFXAmerican Funds Mortgage Fund - Class F-2FundSelf$1K–$15KNew
  9. MIAYXAmerican Funds Multi-Sector Income Fund Class FFundSelf$1K–$15KSame band
  10. AMRFXAmerican Mutual Fund Class F-2 SharesFundSelf$1K–$15KSame band
  11. AVEMAvantis Emerging Markets Equity ETFFundSelf$1K–$15KNew
  12. ABNFXBOND FUND OF AMERICA - Class F-2FundSelf$1K–$15KNew
  13. Capital OneCashSelf$1K–$15K▼ $15K–$50K
  14. FTDZXFRANKLIN BIOTECHNOLOGY DISCOVERY FUND - Advisor ClassFundSelf$1K–$15KNew
  15. GOSXXFederated Hermes Government Obligations Fund - Service SharesFundSelf$1K–$15KSame band
  16. FIHBXFederated Hermes Institutional High Yield Bond FunFundSelf$1K–$15KSame band
  17. First Interstate BankCashSelf$1K–$15KSame band
  18. FINFXFundamental Investors Class F-2 SharesFundSelf$1K–$15KSame band
  19. GSLCGoldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETFFundSelf$1K–$15KNew
  20. GSSCGoldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETFFundSelf$1K–$15KNew
  21. FRGXXGovernment Portfolio - Institutional ClassFundSelf$1K–$15KNew
  22. FRGXXGovernment Portfolio - Institutional ClassFundSelf$1K–$15KNew
  23. IGFFXInternational Growth and Income Fd Cl F-2 ShsFundSelf$1K–$15KSame band
  24. QQQInvesco QQQ Trust, Series 1FundSelf$1K–$15KNew
  25. QQQInvesco QQQ Trust, Series 1FundSelf$1K–$15KNew
  26. OTCIXMFS Mid Cap Growth Fund - Class IFundSelf$1K–$15KSame band
  27. PRRIXPIMCO Real Return Fund Institutional ClassFundSelf$1K–$15KSame band
  28. PIREXPrincipal Real Estate Securities Fund InstitutionaFundSelf$1K–$15KSame band
  29. TDVProShares S&P Technology Dividend Aristocrats ETFFundSelf$1K–$15KNew
  30. QLDProShares Ultra QQQFundSelf$1K–$15KNew
  31. QLDProShares Ultra QQQFundSelf$1K–$15KNew
  32. SSOProShares Ultra S&P500FundSelf$1K–$15KNew
  33. SSOProShares Ultra S&P500FundSelf$1K–$15KNew
  34. SMCFXSMALLCAP WORLD FUND INC - Class F-2FundSelf$1K–$15KNew
  35. SPYSPDR??S&P 500? ETF TrustFundSelf$1K–$15KSame band
  36. SPYSPDR??S&P 500? ETF TrustFundSelf$1K–$15KSame band
  37. FNDFSchwab Fundamental International Equity ETFFundSelf$1K–$15KNew
  38. TOUST. Rowe Price International Equity ETFFundSelf$1K–$15KNew
  39. NEFFXThe New Economy Fund Class F-2 ShsFundSelf$1K–$15KSame band
  40. U.S. Senate Federal Credit UnionCashSelf$1K–$15KSame band

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

  • PIMIX Pimco Income Fund Insti Class $1K–$15K
  • IVE S&P 500 Value Ishares ETF $1K–$15K
  • DIA SPDR Dow Jones Industrial Average ETF $1K–$15K
  • DIA SPDR Dow Jones Industrial Average ETF $1K–$15K
  • SWPPX Schwab S&P 500 Index Fund- Select Shares $1K–$15K
  • SIRRX Sierra Tactical All Asset Fund Instl Class $1K–$15K
  • STBJX Sierra Tactical Bond Fund Class Institutional $1K–$15K
  • SSIRX Sierra Tactical Core Income Fund Instl Class $1K–$15K
  • STMEX Sierra Tactical Municipal Fund Institutional Sha $1K–$15K
  • SRFJX Sierra Tactical Risk Spectrum 50 Fund Institutio $1K–$15K
  • IVE iShares S&P 500 Value ETF $1K–$15K
  • IYR iShares U.S. Real Estate ETF $1K–$15K
  • IYR iShares U.S. Real Estate ETF $1K–$15K
  • HYG iShares iBoxx $ High Yield Corporate Bond ETF $1K–$15K
  • HYG iShares iBoxx $ High Yield Corporate Bond ETF $1K–$15K
  • LQD iShares iBoxx $ Investment Grade Corporate Bo... $1K–$15K
  • LQD iShares iBoxx $ Investment Grade Corporate Bo... $1K–$15K

Source filings

Every report we read for this page · newest first

  1. May 15, 2026 2025 annual report 51 assets View original
  2. May 15, 2025 2024 annual report 44 assets View original
  3. May 14, 2024 2023 annual report 38 assets View original

From STOCK Act disclosures filed with the Secretary of the Senate. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.