Stonebridge Financial Planning Group’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Stonebridge Financial Planning Group’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
2022 Q1	–	Sell	-39	Closed	-$1K	–	169
2021 Q4	$1K	Hold	39	–	–	﹤0.01%	394
2021 Q3	$1K	Hold	39	–	–	﹤0.01%	399
2021 Q2	$1K	Hold	39	–	–	﹤0.01%	411
2021 Q1	$1K	Hold	39	–	–	﹤0.01%	417
2020 Q4	$1K	Hold	39	–	–	﹤0.01%	386
2020 Q3	$1K	Buy	+39	New	+$751	﹤0.01%	374

Other funds holding DJP

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

BPWM

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

BBA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Stonebridge Financial Planning Group's DJP Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2022, closing a stake of 39 shares — an estimated $1K sold.

Stonebridge Financial Planning Group first reported a position in DJP in Q3 2020 and held it in 6 quarters. The position peaked at $1K in Q4 2021. 164 funds tracked by Wall St. Rank hold DJP as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 39 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2022, an estimated $1K.
Stonebridge Financial Planning Group first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q3 2020 and held it in 6 quarters.
Stonebridge Financial Planning Group's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $1K in Q4 2021.
164 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.