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Creative Planning BDJ Position History

BlackRock Enhanced Equity Dividend Trust • Financial Services

Quarters held
4
Latest value
$93K
Q3 2026
Peak value
$93K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$73K
Q1 2026$65K
Q2 2026$82K
Q3 2026$93K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$93K16.5K——
Q2 2026$82K14.3K——
Q1 2026$65K12.0K——
Q4 2025$73K12.4K——

Other funds holding BDJ

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning BDJ Holdings: 13F Position History | Track13F