American Portfolios Advisors’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

American Portfolios Advisors’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
2022 Q3	$314K	Sell	5,715 -700	-11%	-$40.4K	0.01%	830
2022 Q2	$374K	Buy	6,415 +4,200	+190%	+$268K	0.02%	785
2022 Q1	$136K	Buy	2,215 +2,020	+1,036%	+$114K	﹤0.01%	1356
2021 Q4	$9.65K	Buy	+195	New	+$11.1K	﹤0.01%	2633

Other funds holding CMDY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

DCM

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

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

IFPG

Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return

American Portfolios Advisors's CMDY Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 11% in Q3 2022, selling an estimated $40.4K and leaving 5,715 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #830.

American Portfolios Advisors first reported a position in CMDY in Q4 2021 and has held it in 4 quarters since. The position peaked at $374K in Q2 2022. 71 funds tracked by Wall St. Rank hold CMDY as of Q3 2022.

American Portfolios Advisors held 5,715 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $314K as of Q3 2022.
American Portfolios Advisors sold 700 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q3 2022, an estimated $40.4K.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #830 holding.
American Portfolios Advisors first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2021 and has held it in 4 quarters since.
American Portfolios Advisors's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $374K in Q2 2022.
71 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.