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Sound Income Strategies’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Sound Income Strategies’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
2025
Q4 		– Sell
-1,629
Closed -$14.8K – 2518
2025
Q3 		$14.8K Hold
1,629
– – ﹤0.01% 888
2025
Q2 		$14.5K Hold
1,629
– – ﹤0.01% 836
2025
Q1 		$14K Buy
1,629
+829
+104% +$7.22K ﹤0.01% 813
2024
Q4 		$6.62K Buy
+800
New +$6.96K ﹤0.01% 939

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sound Income Strategies's BDJ Position: Q4 2025 in Review

Sound Income Strategies sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2025, closing a stake of 1,629 shares — an estimated $14.8K sold.

Sound Income Strategies first reported a position in BDJ in Q4 2024 and held it in 4 quarters. The position peaked at $14.8K in Q3 2025. 204 funds tracked by Wall St. Rank hold BDJ as of Q4 2025.

  • Sound Income Strategies reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2025 after selling out during the quarter.
  • Sound Income Strategies sold 1,629 BlackRock Enhanced Equity Dividend Trust shares in Q4 2025, an estimated $14.8K.
  • Sound Income Strategies first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2024 and held it in 4 quarters.
  • Sound Income Strategies's BlackRock Enhanced Equity Dividend Trust position peaked at $14.8K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.