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Decision Investments’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Decision Investments’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$107K Hold
11,361
– – 0.1% 133
2026
Q2 		$109K Hold
11,361
– – 0.1% 140
2026
Q1 		$97.9K Hold
11,361
– – 0.11% 130
2025
Q4 		$108K Buy
+11,361
New +$103K 0.12% 123

Other funds holding BDJ

SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Decision Investments's BDJ Position: Q3 2026 in Review

Decision Investments held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q3 2026 at 11,361 shares worth $107K. The position accounts for 0.1% of the portfolio, ranked #133.

Decision Investments first reported a position in BDJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $109K in Q2 2026. 12 funds tracked by Wall St. Rank hold BDJ as of Q3 2026.

  • Decision Investments held 11,361 shares of BlackRock Enhanced Equity Dividend Trust worth $107K as of Q3 2026.
  • Decision Investments left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q3 2026.
  • BlackRock Enhanced Equity Dividend Trust made up 0.1% of Decision Investments's portfolio in Q3 2026, its #133 holding.
  • Decision Investments first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's BlackRock Enhanced Equity Dividend Trust position peaked at $109K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.