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

Lyell Wealth Management’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 Q1	$210K	Buy	+4,370	New	+$187K	0.02%	209
2025 Q3	–	Sell	-6,350	Closed	-$216K	–	217
2025 Q2	$216K	Buy	+6,350	New	+$216K	0.02%	208

Other funds holding DJP

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lyell Wealth Management's DJP Position: Q1 2026 in Review

Lyell Wealth Management opened a new position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2026: 4,370 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #209 among its holdings. This is a return to the name: Lyell Wealth Management previously reported a position in DJP as recently as Q2 2025.

Lyell Wealth Management first reported a position in DJP in Q2 2025 and has held it in 2 quarters since. The position peaked at $216K in Q2 2025. 147 funds tracked by Wall St. Rank hold DJP as of Q1 2026.

Lyell Wealth Management held 4,370 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $210K as of Q1 2026.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 was a new Lyell Wealth Management position in Q1 2026.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #209 holding.
Lyell Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2025 and has held it in 2 quarters since.
Lyell Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $216K in Q2 2025.
147 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.