Badgley Phelps Wealth Managers’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio DJP Stock Details DJP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20M	Buy	457,278 +8,810	+2%	+$423K	0.35%	71
2026 Q1	$21.6M	Buy	448,468 +4,594	+1%	+$197K	0.43%	62
2025 Q4	$16.7M	Sell	443,874 -27,325	-6%	-$1.01M	0.31%	81
2025 Q3	$16.7M	Sell	471,199 -2,736	-0.6%	-$94.2K	0.35%	75
2025 Q2	$16.1M	Buy	473,935 +3,269	+0.7%	+$111K	0.36%	76
2025 Q1	$16.6M	Buy	470,666 +7,694	+2%	+$264K	0.4%	70
2024 Q4	$14.9M	Buy	462,972 +7,781	+2%	+$248K	0.35%	82
2024 Q3	$14.7M	Buy	455,191 +6,597	+1%	+$204K	0.34%	83
2024 Q2	$14.4M	Buy	+448,594	New	+$14.6M	0.36%	82
2023 Q1	–	Sell	-367,526	Closed	-$12.4M	–	210
2022 Q4	$12.4M	Buy	367,526 +5,514	+2%	+$187K	0.5%	70
2022 Q3	$11.9M	Buy	362,012 +6,192	+2%	+$217K	0.51%	65
2022 Q2	$12.4M	Sell	355,820 -277,598	-44%	-$10.7M	0.51%	68
2022 Q1	$23.4M	Buy	633,418 +41,534	+7%	+$1.39M	0.81%	43
2021 Q4	$17M	Buy	591,884 +64,489	+12%	+$1.89M	0.55%	66
2021 Q3	$15.4M	Buy	+527,395	New	+$14.5M	0.56%	60

Other funds holding DJP

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Badgley Phelps Wealth Managers's DJP Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 2% in Q2 2026, buying an estimated $423K and bringing the position to 457,278 shares worth $20M. The position accounts for 0.35% of the portfolio, ranked #71.

Badgley Phelps Wealth Managers first reported a position in DJP in Q3 2021 and has held it in 15 quarters since. The position peaked at $23.4M in Q1 2022. 140 funds tracked by Wall St. Rank hold DJP as of Q2 2026.

Badgley Phelps Wealth Managers held 457,278 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $20M as of Q2 2026.
Badgley Phelps Wealth Managers bought 8,810 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2026, an estimated $423K.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.35% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #71 holding.
Badgley Phelps Wealth Managers first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q3 2021 and has held it in 15 quarters since.
Badgley Phelps Wealth Managers's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $23.4M in Q1 2022.
140 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.