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Johnson Bixby & Associates’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Johnson Bixby & Associates’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 		$171K Hold
18,140
– – 0.02% 126
2026
Q2 		$174K Hold
18,140
– – 0.02% 130
2026
Q1 		$156K Buy
+18,140
New +$169K 0.02% 126

Other funds holding BDJ

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Johnson Bixby & Associates's BDJ Position: Q3 2026 in Review

Johnson Bixby & Associates held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q3 2026 at 18,140 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #126.

Johnson Bixby & Associates first reported a position in BDJ in Q1 2026 and has held it in 3 quarters since. The position peaked at $174K in Q2 2026. 28 funds tracked by Wall St. Rank hold BDJ as of Q3 2026.

  • Johnson Bixby & Associates held 18,140 shares of BlackRock Enhanced Equity Dividend Trust worth $171K as of Q3 2026.
  • Johnson Bixby & Associates left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q3 2026.
  • BlackRock Enhanced Equity Dividend Trust made up 0.02% of Johnson Bixby & Associates's portfolio in Q3 2026, its #126 holding.
  • Johnson Bixby & Associates first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2026 and has held it in 3 quarters since.
  • Johnson Bixby & Associates's BlackRock Enhanced Equity Dividend Trust position peaked at $174K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.