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Aquire Wealth Advisors’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Aquire Wealth 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
Q1 		– Sell
-85
Closed -$4K – 70
2021
Q4 		$4K Buy
+85
New +$4.84K ﹤0.01% 156

Other funds holding CMDY

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Aquire Wealth Advisors's CMDY Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q1 2022, closing a stake of 85 shares — an estimated $4K sold.

Aquire Wealth Advisors first reported a position in CMDY in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 66 funds tracked by Wall St. Rank hold CMDY as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 85 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2022, an estimated $4K.
  • Aquire Wealth Advisors first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $4K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.