Q4 2018 Holdings
Filed 2019-02-14 | 7 holdings | $175.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wells Fargo Co New(WFC) | PERP PFD CNV A | 949746804 | $80.6K | 63,889 | 46.1% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $71.6K | 671,986 | 40.9% |
| BlackRock CR Allctn Inc TR(BTZ) | COM | 092508100 | $10.8K | 966,571 | 6.2% |
| Hancock John PFD Income FD I(HPS) | COM | 41021P103 | $10.2K | 646,421 | 5.9% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $1.3K | 11,203 | 0.7% |
| HSBC Hldgs PLC | ADR A 1/40PF A | 404280604 | $499 | 19,348 | 0.3% |