James T. Borello RIA’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

James T. Borello RIA’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 Q3	$1.57K	Hold	167	–	–	﹤0.01%	955
2026 Q2	$1.6K	Hold	167	–	–	﹤0.01%	980
2026 Q1	$1.44K	Hold	167	–	–	﹤0.01%	964
2025 Q4	$1.58K	Hold	167	–	–	﹤0.01%	828
2025 Q3	$1.52K	Hold	167	–	–	﹤0.01%	766
2025 Q2	$1.49K	Hold	167	–	–	﹤0.01%	266
2025 Q1	$1.44K	Hold	167	–	–	﹤0.01%	206
2024 Q4	$1.38K	Hold	167	–	–	﹤0.01%	184
2024 Q3	$1.45K	Hold	167	–	–	﹤0.01%	169
2024 Q2	$1.36K	Hold	167	–	–	﹤0.01%	159
2024 Q1	$1.38K	Hold	167	–	–	﹤0.01%	157
2023 Q4	$1.28K	Buy	+167	New	+$1.26K	﹤0.01%	138

Other funds holding BDJ

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

James T. Borello RIA's BDJ Position: Q3 2026 in Review

James T. Borello RIA held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q3 2026 at 167 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

James T. Borello RIA first reported a position in BDJ in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.6K in Q2 2026. 35 funds tracked by Wall St. Rank hold BDJ as of Q3 2026.

James T. Borello RIA held 167 shares of BlackRock Enhanced Equity Dividend Trust worth $1.57K as of Q3 2026.
James T. Borello RIA left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q3 2026.
BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #955 holding.
James T. Borello RIA first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's BlackRock Enhanced Equity Dividend Trust position peaked at $1.6K in Q2 2026.
35 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.