Atria Investments’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Atria Investments’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	$238K	Sell	4,314 -93	-2%	-$5.56K	﹤0.01%	1978
2026 Q1	$262K	Sell	4,407 -73	-2%	-$3.97K	﹤0.01%	1835
2025 Q4	$218K	Buy	4,480 +302	+7%	+$16.1K	﹤0.01%	1922
2025 Q3	$220K	Sell	4,178 -57	-1%	-$2.92K	﹤0.01%	1896
2025 Q2	$214K	Sell	4,235 -118	-3%	-$5.93K	﹤0.01%	1888
2025 Q1	$226K	Sell	4,353 -9	-0.2%	-$454	﹤0.01%	1765
2024 Q4	$208K	Buy	4,362 +93	+2%	+$4.56K	﹤0.01%	1764
2024 Q3	$213K	Buy	4,269 +125	+3%	+$6.04K	﹤0.01%	1800
2024 Q2	$205K	Buy	+4,144	New	+$207K	﹤0.01%	1811

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

Atria Investments's CMDY Position: Q2 2026 in Review

Atria Investments reduced its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 2.1% in Q2 2026, selling an estimated $5.56K and leaving 4,314 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Atria Investments first reported a position in CMDY in Q2 2024 and has held it in 9 quarters since. The position peaked at $262K in Q1 2026. 78 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

Atria Investments held 4,314 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $238K as of Q2 2026.
Atria Investments sold 93 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2026, an estimated $5.56K.
iShares Bloomberg Roll Select Commodity Strategy ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1978 holding.
Atria Investments first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2024 and has held it in 9 quarters since.
Atria Investments's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $262K in Q1 2026.
78 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.