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IHT Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

IHT Wealth Management’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
Q2 		$1.1M Buy
114,750
+46
+0% +$422 0.02% 567
2026
Q1 		$989K Sell
114,704
-5,055
-4% -$47.2K 0.02% 577
2025
Q4 		$1.14M Sell
119,759
-6,850
-5% -$62.4K 0.03% 506
2025
Q3 		$1.15M Sell
126,609
-1,006
-0.8% -$8.98K 0.03% 493
2025
Q2 		$1.13M Sell
127,615
-1,567
-1% -$13.2K 0.03% 461
2025
Q1 		$1.11M Buy
129,182
+173
+0.1% +$1.51K 0.03% 445
2024
Q4 		$1.07M Sell
129,009
-63,900
-33% -$556K 0.03% 437
2024
Q3 		$1.67M Buy
192,909
+69,100
+56% +$579K 0.05% 366
2024
Q2 		$1.01M Sell
123,809
-4,300
-3% -$35K 0.04% 434
2024
Q1 		$1.06M Buy
128,109
+14,400
+13% +$115K 0.04% 406
2023
Q4 		$874K Buy
113,709
+700
+0.6% +$5.27K 0.04% 423
2023
Q3 		$860K Buy
113,009
+56,300
+99% +$450K 0.04% 393
2023
Q2 		$473K Buy
56,709
+5,506
+11% +$45.8K 0.02% 557
2023
Q1 		$440K Buy
51,203
+1,794
+4% +$16K 0.03% 549
2022
Q4 		$445K Sell
49,409
-2,900
-6% -$25.6K 0.03% 524
2022
Q3 		$424K Sell
52,309
-3,600
-6% -$33.2K 0.03% 504
2022
Q2 		$494K Hold
55,909
– – 0.04% 390
2022
Q1 		$553K Hold
55,909
– – 0.04% 388
2021
Q4 		$564K Sell
55,909
-1,000
-2% -$10.1K 0.04% 399
2021
Q3 		$558K Buy
56,909
+707
+1% +$7.13K 0.05% 396
2021
Q2 		$569K Sell
56,202
-490
-0.9% -$4.92K 0.04% 494
2021
Q1 		$536K Sell
56,692
-1,312
-2% -$11.6K 0.04% 436
2020
Q4 		$491K Buy
58,004
+4,512
+8% +$35.4K 0.04% 413
2020
Q3 		$391K Buy
53,492
+13,900
+35% +$104K 0.04% 400
2020
Q2 		$291K Sell
39,592
-66,750
-63% -$476K 0.04% 419
2020
Q1 		$694K Buy
106,342
+4,690
+5% +$40K 0.1% 216
2019
Q4 		$1.01M Buy
101,652
+6,201
+6% +$58.3K 0.12% 197
2019
Q3 		$893K Buy
95,451
+11,654
+14% +$105K 0.12% 194
2019
Q2 		$749K Buy
83,797
+61,971
+284% +$535K 0.11% 214
2019
Q1 		$187K Buy
+21,826
New +$184K 0.03% 469
2018
Q2 		– Sell
-4,927
Closed -$42K – 503
2018
Q1 		$42K Buy
4,927
+38
+0.8% +$348 0.01% 731
2017
Q4 		$46K Buy
4,889
+2,397
+96% +$21.8K 0.01% 726
2017
Q3 		$23K Hold
2,492
– – 0.01% 725
2017
Q2 		$13K Hold
2,492
– – 0.01% 882
2017
Q1 		$21K Hold
2,492
– – 0.01% 644
2016
Q4 		$20K Buy
+2,492
New +$19.6K 0.02% 632

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IHT Wealth Management's BDJ Position: Q2 2026 in Review

IHT Wealth Management increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 0.04% in Q2 2026, buying an estimated $422 and bringing the position to 114,750 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #567.

IHT Wealth Management first reported a position in BDJ in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.67M in Q3 2024. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • IHT Wealth Management held 114,750 shares of BlackRock Enhanced Equity Dividend Trust worth $1.1M as of Q2 2026.
  • IHT Wealth Management bought 46 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $422.
  • BlackRock Enhanced Equity Dividend Trust made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #567 holding.
  • IHT Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2016 and has held it in 36 quarters since.
  • IHT Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $1.67M in Q3 2024.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.