Ronald Bush
2013Annual
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Pull out the substance of this filing.
What was filed
128
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- J.A. "Bert" Eggleson Farms, Inc
As filed
Brokerage Account #1 (H)
Idaho Housing & Fin. revenue bonds — Interest — Sold (part)
Idaho Housing & Fin. revenue bonds — Sold (part)
JP Morgan, AMJ — Int/Div
Powershs DB Commodity Index. DBC — None — Sold (part)
ISHARES JP Morgan Emerging, EMB — Int/Div — Sold
ISHARES MSCI Brazil Free Index Fund, FEWZ — None — Sold
ISHARES FTSE China 25 Index Fund, FX1 — None — Sold
ISHARES Momingstar Large Core Index Fund, JKD — Int/Div — Buy (add'l)
ISHARES Momingstar Large Core Index Fund, JKD — Sold (part)
SPDR Barclay’s Cap. High Yield Bond, INK — Int/Div — Sold
SPDR Dow Jones. RWR — Int/Div
Barclays Tips Bond Fund, TIP — Int/Div — Sold
Vanguard Info. Technology, VGT — Int/Div — Sold (part)
ISHARES Health Care Providers, IHF — Int/Div — Sold (part)
1Boxx Investop Corp., LQD — Int/Div — Sold
MSCI ETF High Dividend Equity Fund, HDV — Int/Div — Sold
POWERSHS ETF Sr. Loan Portfolio, BKLN — Int/Div — Buy (add'l)
POWERSHS ETF Sr. Loan Portfolio, BKLN — Sold (part)
Wisdomtree Emg. Market Income Fund, DEM — None — Sold
ISHARES TR Dow Jones Int'l Select, IDV — Int/Div — Sold
Market Vectors E1r Emerging Mkts Local, EMLC — Int/Div — Sold
ISHARES ETF Core MSC, IEFA — Int/Div — Buy
ISHARES ETF Core Emerging Mrkts, TEMG — Int/Div — Buy
ISHARES ETF Core Emerging Mrkts, TEMG — Sold (part)
ISHARES ETF Core Emerging Mrkts, TEMG — Sold (part)
ISHARES ETF Floating Rate Bond, FLOT — Int/Div — Buy
PIMCO 1-5 yr US TIPS Index Exchange, STZ — Int/Div — Buy
SPDR Fin'l Select Shares of Beneficial Interest, XLF — Int/Div — Buy
SPDR Fin'l Select Shares of Beneficial Interest, XLF — Sold (part)
SPDR Barclay's ETF 0-5 High Yield Index. SINK — Int/Div — Buy
VANGUARD RUSSELL 1000 ETF VONE — Int/Div — Buy
VANGUARD Industrials, VIS — Int/Div — Buy
VANGUARD Industrials, VIS — Sold (part)
Wisdomtree Europe ETF Equity Fund, HED) — Int/Div — Buy
Wisdomtree Japan HDGD Equity, DX) — Int/Div — Buy
Wisdomtree Trust Small Cap. Div. Fund Index, DGS — Int/Div — Buy
US Bank accounts — None
Federal Credit Union account — Interest
New York Life insurance policy — Int/Div
US. Savings Bond — Interest
IBM(LGIMA TE — Int/Div — Sold (part)
Bank of Commerce common stock — Int/Div
Charles Schwab Investment Account — Int/Div
Pepco common stock — Int/Div
AMC Government Sec. Fund — Int/Div
MDU Resources Common Stock — Int/Div
Idaho "IDEAL" 529 college savings fund (select risk only) — Int/Div — Sold (part)
Am. Funds VCSP College savings AM 529 (select risk only) — Int/Div — Sold (part)
LA. Eggleson Farms, Inc. IEE 1/7 ownership) — Int/Div
Bank of Idaho common stock — Int/Div
Dommion Resources common stock — Int/Div
General Electric common stock — Int/Div
Microsoft common stock — Int/Div
Brokerage Account 7. EEE MAE (Y) (H)
Brokerage Account £5 IEEE EE (H)
MSCI Emergmg Markets Index Fund, FEM — Int/Div
Barclay's Bond 1-3 yr credit, CSJ — Int/Div
MSCI EAFE Index Fund, EFA — Int/Div
SPDR Dow Jones. RWR — Int/Div
Momingstar Large Core Index Fund, JKD — Int/Div
Brokerage Account #4 (retirement) (H)
Vanguard Info. Tech, VGT — Int/Div — Sold (part)
SPDR Barclay's Capital High Yield Bond, INK — Int/Div — Sold
Healthcare Providers Index Fund. IHF — Int/Div — Sold (part)
PIMCO Exch. Traded Fund 1-5 yr US TIPS Index, STPZ — Int/Div — Sold (part)
POWERSHS DB Commodity Index, DBC — None — Sold (part)
JP Morgan USD Emerging, EMB — Int/Div — Sold
SPDR Dow Jones REIT, RWR — Int/Div
TR Barclay's Tips Bond Fund, TIP — Int/Div — Sold
Momingstar Large Core Index Fund, JKD — Int/Div — Sold (part)
Momingstar Large Core Index Fund, JKD — Buy (add'l)
JP Morgan Exch. Traded MLP, AMI — Int/Div — Sold (part)
1Boxx Investop Corp., LOD — Int/Div — Sold
MSCI High Dividend Equity Fund, HDV — Int/Div — Sold (part)
MSCI High Dividend Equity Fund, HDV — Buy (add'l)
ISHARES Trust Barclay's MBS Fixed, MBB — Int/Div — Sold
POWERSHS ETF Senior Loan Portfolio, BKLN — Int/Div — Buy (add'l)
POWERSHS ETF Senior Loan Portfolio, BKLN — Sold (part)
Wisdomtree Emg. Mkt. Income Fund, DEM — None — Sold
ISHARES TR Dow Jones Int'l Select. IDV — Int/Div — Sold
Market Vectors ETF Emerging Mk1s Local, EMLC — Int/Div — Sold
VANGUARD RUSSELL 1000 ETF VONE — Int/Div — Buy
VANGUARD RUSSELL 1000 ETF VONE — Buy (add'l)
VANGUARD RUSSELL 1000 ETF VONE — Sold (part)
ISHARES ETF Floating Rate Note Fund, FLOT — Int/Div — Buy
ISHARES ETF Floating Rate Note Fund, FLOT — Buy (add'l)
PIMCO Exchange Traded Fund 1-5 yr STPZ — Int/Div — Buy
PIMCO Exchange Traded Fund 1-5 yr STPZ — Sold (part)
ISHARES ETF Core Emerging Markets, TEMG — Int/Div — Buy
ISHARES TR 1-3 yr Bond ETF, CSJ — Int/Div — Buy
ISHARES TR 1-3 yr Bond ETF, CSJ — Buy (add'l)
ISHARES ETF Core MSCL. IEFA — Int/Div — Buy
SPDR BARCLAY'S ETF 0-5 Cash Constrained, SINK — Int/Div — Buy
Wisdomtree Europe ETF Hedged Equity Fund, HEDJ — Int/Div — Buy
Brokerage Account #5 (JA. Eggleson Farms. Inc.) (H)
Boise State Univ. Revenue Bond — Interest
POWERSHS DB Commodity Index, DBC — None — Sold (part)
ISHARES Trust ETF JP Morgan USD Emerging, EMB — Int/Div — Sold
ISHARES Morningstar Large Core Index Fund. JKD — Int/Div — Sold (part)
ISHARES Morningstar Large Core Index Fund. JKD — Buy (add'l)
SPDR Barclay's Capital High Yield Bond ETF. INK — Int/Div — Sold
SPDR Dow Jones REIT, RWR — Int/Div
ISHARES TR Barclays Tipsbond Fund, TIP — Int/Div — Sold
Vanguard Info. Tech, VGT — Int/Div
PIMCO Exchange Traded Fund, 1-5 yr US Tips Index, STPZ — Int/Div — Buy (add'l)
PIMCO Exchange Traded Fund, 1-5 yr US Tips Index, STPZ — Sold (part)
ISHARES Healthcare Providers Index Fund, IHF — Int/Div — Sold (part)
ISHARES IBOXX Investop Corp, LQD — Int/Div — Sold
ISHARES MSCI ETF High Dividend Equity Fund, HDV — Int/Div — Sold (part)
Wisdomtree Emerging Mkts. Equity Inc Fund, DEM — None — Sold
ISHARES Trust Barlay's MBS, MBB — Int/Div — Sold
JP Morgan Exch. Trad. Ntalerian MLP AMJ — Int/Div — Sold (part)
ISHARES TR Dow Jones Int'l Select, IDV — Int/Div — Sold
POWERSHS ETF Senior Loan Portfolio, BKLN — Int/Div — Buy (add'l)
POWERSHS ETF Senior Loan Portfolio, BKLN — Sold (part)
Market Vectors ETF Local Curr. Bond, EMLC — Int/Div — Sold
ISHARES ETF Core MSC. IEFA — Int/Div — Buy
ISHARES ETF Core Emerging Markets EMG — Int/Div — Buy
ISHARES ETF Floating Rate Note Fund, FLOT — Int/Div — Buy
ISHARES ETF Floating Rate Note Fund, FLOT — Buy (add'l)
ISHARES TR 1-3 yr. Credit Bond ETF CS) — Int/Div — Buy
ISHARES TR 1-3 yr. Credit Bond ETF CS) — Buy (add'l)
SPDR Barclay's ETF 0-5 High Yield, SINK — Int/Div — Buy
VANGUARD RUSSELL 1000 ETF VONE — Int/Div — Buy
VANGUARD RUSSELL 1000 ETF VONE — Buy (add'l)
VANGUARD RUSSELL 1000 ETF VONE — Sold (part)
Wisdomtree Europe ETF Equity Fund, HED) — Int/Div — Buy
President & Director, J.A. "Bert" Eggleson Farms, Inc
Agreement — 2008 — State of Idaho District Judge Retirement Plan (no control)
Section 1, Line 1: | am the president and a director of JA. "Bert" Eggleson Farms, Inc., a closely held Oregon corporation. | have been an officer and director for
over 20 years. The company’s stock is entirely owned by me and JEN | accept no fees for my work as an officer or director of the corporation.
Section VII, Line 55: This was a UGTMA custodian account. During the reporting period a new account agreement wis executed between the broker and the
1 served as custodian for. T no longer have any control over or ownership in that account,
Section VII, Line 56: The brokerage accounts contained in this report have been renumbered from the 2012 report because Brokerage Account #3 on the 2012
report became unreportable during 2012 and, therefore, is not listed on the 2013 report. The 2012 report contained an explanation about that account in the
Additional Information Section. Accordingly, what is now listed as Brokerage Account #3, was formerly Brokerage Account #4, und all Brokerage Accounts
thereafter also have been renumbered in the 2013 report. The 2013 report contains information about only the five brokerage accounts required to be reported,
instead of the six listed on the 2012 report,
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.