Ameliora Wealth Management’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Ameliora Wealth Management’s Portfolio CMDY Stock Details CMDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.9K	Hold	342	–	–	0.01%	191
2026 Q1	$20.3K	Hold	342	–	–	0.01%	190
2025 Q4	$16.7K	Hold	342	–	–	0.01%	197
2025 Q3	$18K	Hold	342	–	–	0.01%	194
2025 Q2	$17.2K	Hold	342	–	–	0.01%	181
2025 Q1	$17.7K	Hold	342	–	–	0.01%	194
2024 Q4	$16.3K	Sell	342 -10	-3%	-$491	0.01%	196
2024 Q3	$17.6K	Hold	352	–	–	0.01%	128
2024 Q2	$17.4K	Sell	352 -148	-30%	-$7.39K	0.01%	149
2024 Q1	$24K	Sell	500 -215	-30%	-$10K	0.01%	158
2023 Q4	$33.6K	Sell	715 -56	-7%	-$2.82K	0.02%	132
2023 Q3	$39.7K	Sell	771 -39,615	-98%	-$2.05M	0.02%	129
2023 Q2	$2M	Sell	40,386 -8,138	-17%	-$410K	1.24%	28
2023 Q1	$2.5M	Sell	48,524 -11,910	-20%	-$622K	1.46%	20
2022 Q4	$3.29M	Buy	60,434 +1,520	+3%	+$85.8K	1.76%	19
2022 Q3	$3.36M	Buy	+58,914	New	+$3.4M	1.82%	16

Other funds holding CMDY

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameliora Wealth Management's CMDY Position: Q2 2026 in Review

Ameliora Wealth Management held its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) position steady in Q2 2026 at 342 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #191.

Ameliora Wealth Management first reported a position in CMDY in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.36M in Q3 2022. 78 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

Ameliora Wealth Management held 342 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $18.9K as of Q2 2026.
Ameliora Wealth Management left its iShares Bloomberg Roll Select Commodity Strategy ETF share count unchanged in Q2 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.01% of Ameliora Wealth Management's portfolio in Q2 2026, its #191 holding.
Ameliora Wealth Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q3 2022 and has held it in 16 quarters since.
Ameliora Wealth Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $3.36M in Q3 2022.
78 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.