# Stephen M. McNamee > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/29181 ## Record - **Judge:** Stephen M. McNamee - **Year:** 2019 - **Pages:** 11 ## Text MERRILL LYNCH JOINT MASTER ACCOUNT — Int./Div. IBM COMMON STOCK (IBM) — Dividend INTERNATIONAL RECTIFIER COMMON STOCK — None FAIRFIELD ESTATES FLAGSTAFF AZ — None MARRIOTT CANYON VILLAS — None WELLS FARGO CKG — Interest US BANK CKG #1 — Interest US BANK SVGS — Interest MERRILL LYNCH - IRA #1 (H) BANK OF AMERICA, NA - CASH EQUIVALENT — Interest AMER FUNDS AMERICAN HIGH INCOME TRUST FD CL F2 (AHIFX) — Dividend — Sold (part) AMER FUNDS AMERICAN HIGH INCOME TRUST FD CL F2 (AHIFX) — Sold (part) AMER FUNDS AMERICAN HIGH INCOME TRUST FD CL F2 (AHIFX) — Sold (part) AMER FUNDS AMERICAN HIGH INCOME TRUST FD CL F2 (AHIFX) — Sold ISHARES AGENCY BOND FD (AGZ) — Dividend — Sold SPDR BLOOMBERG BARCLAYS 1-10 YEAR TIPS ETF (TIPX) — Dividend — Sold ISHARES S-T CORP BD (IGSB) — Dividend — Sold ISHARES CORE S&P SMALLCAP (IJR) — Dividend — Buy VANGUARD FTSE EMERGING MARKETS (VWO) — Dividend — Buy ISHARES BROAD USD INVST GRADE CORP (USIG) — Dividend — Buy VANGUARD FTSE DEVELOPED MARKETS (VEA) — Dividend — Buy ISHARES CORE S&P US GROWTH (IUSG) — Dividend — Buy ISHARES CORE S&P US VALUE (IUSV) — Dividend — Buy VANGUARD MORTGAGE-BACK SEC (VMBS) — Dividend — Buy ISHARES US TREASURY BOND (GOVT) — Dividend — Buy ISH USD HIGH YIELD CORP BOND (USHY) — Dividend — Buy MERRILL LYNCH - IRA #2 (H) BANK OF AMERICA, NA - CASH EQUIVALENT — Interest VANGUARD MID-CAP VAL IDX (VOE) — Dividend — Sold (part) VANGUARD SMALL CAP PER (VB) — Dividend — Sold (part) INVESCO AERO & DEF (PPA) — Dividend — Sold (part) INVESCO DYN SEMI COND (PSI) — Dividend — Sold INVESCO DYN SFTWRE (PSJ) — Dividend — Sold (part) INVESCO NASDAQ INTERNET (PNQI) — None — Sold INVESCO DYN BLDG (PKB) — Dividend — Buy (add'l) INVESCO KBW PERS & CAS (KBWP) — Dividend — Sold (part) INVESCO DYN PHARM (PJP) — Dividend — Sold ISHARES MORTGAGE R/E CAPPED (REM) — Dividend — Sold (part) WISDOMTREE TRUST JAPAN HEDGED (DXJ) — Dividend — Sold INVESCO DWA HLTHCARE (PTH) — None — Sold (part) ISHARES MSCI EUROZONE (EZU) — Dividend — Sold ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Dividend — Sold (part) ISHARES TR CORE MSCI EAF ETF (IEFA) — Dividend — Sold FIRST TR NYSE ARCA BIOTECH (FBT) — None — Sold (part) FIRST TRUST CHINDIA (FNI) — Dividend — Sold FIRST TR MATERIALS ALPHADEX FUND (FXZ) — Dividend — Sold SPDR US FINANCIAL SECTOR (XLF) — Dividend — Sold INVESCO S&P ULT DIVD REV (RDIV) — Dividend — Buy PACER TRENDPILOT US LARG CAP (PTLC) — Dividend — Buy ISHARES COHEN & STEERS REIT (ICF) — Dividend — Buy WISCOMTREE EMERGING MARKETS HIGH DIV (DEM) — Dividend — Buy SPDR INDEX SHS FDS (FEZ) — Dividend — Buy INVESCO KBW BANK ETF (KBWB) — Dividend — Buy INVESCO S&P SMALLCAP LOW VOLATILITY (XSLV) — Dividend — Buy LEGG MASON ETF INVST LOW VLTLTY (LVHD) — None — Buy VANECK VECTORS MORNINGSTAR WIDE MOAT(MOAT) — Dividend — Buy WISDOMTREE INTERNATL HEDGED QUAL DIV (IHDG) — Dividend — Buy ARK GENOMIC REVOLUTION (ARKG) — Dividend — Buy MERRILL LYNCH - IRRA #1 (H) BANK OF AMERICA, NA - CASH EQUIVALENT — Interest EATON VANCE FLOATING RATE FUND (EIBLX) — Dividend ISHARES AGENCY BOND FUND (AGZ) — Dividend — Sold (part) SPDR BLOOMBERG BARCLAYS 1-10 YEAR TIPS ETF (TIPX) — Dividend — Sold ALPS ALERIAN MLP ETF (AMLP) — Dividend ISHARES S-T CORP BD (IGSB), (FORMERLY ISHARES 1-3 YR CR BD (CSJ)) — Dividend SPDR BLOOMBERG BARCLAYS CONVERTIBLE (CWB) — Dividend VANGUARD TOTAL STK MKT (VTI) — Dividend VANGUARD REIT ETF (VNQ) — Dividend VANGUARD FTSE ALL WORLD (VEU) — Dividend VANGUARD TOTAL BOND MKT (BND) — Dividend INVESCO PREFERRED ETF (PGX) — Dividend VANGUARD TOTAL INTERNATL (BNDX) — Dividend ISHARES SHORT MATURITY (NEAR) — Dividend SECTOR SPDR UTILITIES (XLU) — Dividend ISHARES MSCI EUROZONE (EZU) — Dividend ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Dividend — Sold ISHARES COHEN & STEERS REIT (ICF) — Dividend — Buy INVESCO S&P SMALLCAP LOW VOLATILITY (XSLV) — Dividend — Buy ISHARES MSCI EM ESG OPTIMIZED ETF (ESGE) — Dividend — Buy PIMCO ENERGY & TACTICAL CR OPP (NRGX) — Dividend — Buy MERRILL LYNCH - IRRA #2 (H) BANK OF AMERICA, NA - CASH EQUIVALENT — Interest PIMCO ENERGY & TACTICAL CR OPP (NRGX) — Dividend — Buy CD TRUIST BANK CHARLOTTE NC 1.95% 1/15/20 (CUSIP 105133FZ0) — None — Buy CD TRUIST BANK CHARLOTTE NC 1.85% 4/15/20 (CUSIP 105133GA4) — None — Buy MERRILL LYNCH - IRA #3 (H) BANK OF AMERICA, NA - CASH EQUIVALENT — Interest — Closed CD DISCOVER BANK GREENWOOD, DE 1.65% 7/12/19 (CUSIP 2546725R5) — Interest — Matured CD ALLY BANK MIDVALE, UT 1.55% 1/14/19 (CUSIP 02006L4C4) — Interest — Matured MEMBER, UNIVERSITY OF ARIZONA COLLEGE OF LAW BOARD OF VISITORS MEMBER, UNIVERSITY OF ARIZONA LAW COLLEGE ASSOCIATION - BOARD OF DIRECTORS VII - INVESTMENTS AND TRUSTS MERRILL LYNCH - IRA #3 WAS CLOSED IN SEPTEMBER 2019 AND THE CASH WAS TRANSFERRED TO MERRILL LYNCH - IRRA #2 . --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29181. Public record. Not legal advice.