Sterling Financial Planning’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Sterling Financial Planning’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 Q1	$119K	Hold	13,831	–	–	0.04%	117
2025 Q4	$131K	Hold	13,831	–	–	0.04%	120
2025 Q3	$126K	Hold	13,831	–	–	0.04%	116
2025 Q2	$123K	Hold	13,831	–	–	0.04%	116
2025 Q1	$119K	Hold	13,831	–	–	0.04%	109
2024 Q4	$115K	Hold	13,831	–	–	0.04%	108
2024 Q3	$120K	Hold	13,831	–	–	0.04%	108
2024 Q2	$113K	Hold	13,831	–	–	0.05%	106
2024 Q1	$114K	Hold	13,831	–	–	0.05%	105
2023 Q4	$106K	Buy	+13,831	New	+$104K	0.05%	102

Other funds holding BDJ

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sterling Financial Planning's BDJ Position: Q1 2026 in Review

Sterling Financial Planning held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q1 2026 at 13,831 shares worth $119K. The position accounts for 0.04% of the portfolio, ranked #117.

Sterling Financial Planning first reported a position in BDJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $131K in Q4 2025. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

Sterling Financial Planning held 13,831 shares of BlackRock Enhanced Equity Dividend Trust worth $119K as of Q1 2026.
Sterling Financial Planning left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q1 2026.
BlackRock Enhanced Equity Dividend Trust made up 0.04% of Sterling Financial Planning's portfolio in Q1 2026, its #117 holding.
Sterling Financial Planning first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2023 and has held it in 10 quarters since.
Sterling Financial Planning's BlackRock Enhanced Equity Dividend Trust position peaked at $131K in Q4 2025.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.