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

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

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.