David J Yvars Group
Position in BDJ — BlackRock Enhanced Equity Dividend Trust
CIK 1836266
UNIVERSITY PARK, FL
Position in BDJ
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$832,355
-$75,080 QoQ
Shares Held
96,561
+0.9% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#39
of 218 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BDJ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026David J Yvars Group holds $9,356,535 across 23 Asset Management names. BDJ ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BST |
BlackRock Science & Technology Trust
|
31,142 | $1,132,011 | |
| 2 | BDJ |
BlackRock Enhanced Equity Dividend Trust
This page
|
96,561 | $832,355 | |
| 3 | CSQ |
Calamos Strategic Total Return Fund
|
43,392 | $742,871 | |
| 4 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
18,583 | $704,853 | |
| 5 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
48,291 | $665,932 | |
| 6 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
62,931 | $544,982 | |
| 7 | NIE |
Virtus Equity & Convertible Income Fund
|
20,654 | $482,477 | |
| 8 | GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
|
32,632 | $473,164 |
All Filings in BDJ
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $832,355 | 96,561 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $907,435 | 95,721 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $860,138 | 94,417 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $832,112 | 93,601 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $796,583 | 92,626 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $759,242 | 91,696 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $979,889 | 113,282 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $938,079 | 114,820 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $940,186 | 113,962 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $869,846 | 113,114 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,491,719 | 196,021 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,642,229 | 196,910 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,698,371 | 197,715 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,866,142 | 207,119 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,633,621 | 201,433 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,779,951 | 201,580 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,956,596 | 197,636 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,164,246 | 214,707 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,177,560 | 222,200 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,246,357 | 221,753 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,059,640 | 217,721 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,319,210 | 155,751 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||