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

True Wealth Design’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
2024
Q2 		– Sell
-281
Closed -$8.74K – 792
2024
Q1 		$8.74K Buy
+281
New +$8.51K ﹤0.01% 251

Other funds holding DJP

BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 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
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HBT
Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

True Wealth Design's DJP Position: Q2 2024 in Review

True Wealth Design sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q2 2024, closing a stake of 281 shares — an estimated $8.74K sold.

True Wealth Design first reported a position in DJP in Q1 2024 and held it in 1 quarter. The position peaked at $8.74K in Q1 2024. 132 funds tracked by Wall St. Rank hold DJP as of Q2 2024.

  • True Wealth Design reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q2 2024 after selling out during the quarter.
  • True Wealth Design sold 281 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2024, an estimated $8.74K.
  • True Wealth Design first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2024 and held it in 1 quarter.
  • True Wealth Design's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $8.74K in Q1 2024.
  • 132 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2024.

Based on True Wealth Design's 13F filing for Q2 2024, filed 14 Aug 2024.