Concord Wealth Partners’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Concord Wealth Partners’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	$612	Buy	+14	New	+$672	﹤0.01%	803
2026 Q1	–	Sell	-14	Closed	-$527	–	338
2025 Q4	$527	Hold	14	–	–	﹤0.01%	750
2025 Q3	$496	Hold	14	–	–	﹤0.01%	771
2025 Q2	$476	Hold	14	–	–	﹤0.01%	788
2025 Q1	$494	Hold	14	–	–	﹤0.01%	760
2024 Q4	$449	Sell	14 -41	-75%	-$1.31K	﹤0.01%	869
2024 Q3	$1.77K	Hold	55	–	–	﹤0.01%	757
2024 Q2	$1.76K	Hold	55	–	–	﹤0.01%	674
2024 Q1	$1.71K	Hold	55	–	–	﹤0.01%	765
2023 Q4	$1.67K	Sell	55 -64	-54%	-$2.01K	﹤0.01%	732
2023 Q3	$3.83K	Hold	119	–	–	﹤0.01%	763
2023 Q2	$3.64K	Sell	119 -133	-53%	-$4.11K	﹤0.01%	769
2023 Q1	$7.97K	Buy	252 +7	+3%	+$224	﹤0.01%	620
2022 Q4	$8.27K	Buy	+245	New	+$8.32K	﹤0.01%	661
2022 Q3	–	Sell	-108	Closed	-$4K	–	393
2022 Q2	$4K	Buy	108 +3	+3%	+$116	﹤0.01%	863
2022 Q1	$4K	Hold	105	–	–	﹤0.01%	953
2021 Q4	$3K	Buy	+105	New	+$3.08K	﹤0.01%	1039
2021 Q3	–	Sell	-105	Closed	-$3K	–	937
2021 Q2	$3K	Hold	105	–	–	﹤0.01%	808
2021 Q1	$2K	Sell	105 -137	-57%	-$3.22K	﹤0.01%	817
2020 Q4	$5K	Buy	+242	New	+$4.97K	﹤0.01%	412

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

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 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

Concord Wealth Partners's DJP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q2 2026: 14 shares worth $612. The stake represents ﹤0.01% of the portfolio and ranks #803 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DJP as recently as Q4 2025.

Concord Wealth Partners first reported a position in DJP in Q4 2020 and has held it in 20 quarters since. The position peaked at $8.27K in Q4 2022. 139 funds tracked by Wall St. Rank hold DJP as of Q2 2026.

Concord Wealth Partners held 14 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $612 as of Q2 2026.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 was a new Concord Wealth Partners position in Q2 2026.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #803 holding.
Concord Wealth Partners first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2020 and has held it in 20 quarters since.
Concord Wealth Partners's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $8.27K in Q4 2022.
139 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.