Bank of Montreal
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Bank of Montreal’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-568
Closed -$28.3K – 3565
2024
Q3 		$28.3K Sell
568
-73,332
-99% -$3.54M ﹤0.01% 3526
2024
Q2 		$3.71M Buy
73,900
+43,544
+143% +$2.17M ﹤0.01% 1385
2024
Q1 		$1.46M Buy
+30,356
New +$1.42M ﹤0.01% 1805
2023
Q3 		– Sell
-59,481
Closed -$3.05M – 3858
2023
Q2 		$3.05M Buy
+59,481
New +$3M ﹤0.01% 1580

Other funds holding CMDY

APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of Montreal's CMDY Position: Q4 2024 in Review

Bank of Montreal sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q4 2024, closing a stake of 568 shares — an estimated $28.3K sold.

Bank of Montreal first reported a position in CMDY in Q2 2023 and held it in 4 quarters. The position peaked at $3.71M in Q2 2024. 60 funds tracked by Wall St. Rank hold CMDY as of Q4 2024.

  • Bank of Montreal reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 568 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q4 2024, an estimated $28.3K.
  • Bank of Montreal first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2023 and held it in 4 quarters.
  • Bank of Montreal's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $3.71M in Q2 2024.
  • 60 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.