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Belpointe Asset Management’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-263
Closed -$13.6K – 1081
2023
Q1 		$13.6K Buy
263
+98
+59% +$5.12K ﹤0.01% 2542
2022
Q4 		$8.99K Buy
+165
New +$9.32K ﹤0.01% 2677

Other funds holding CMDY

APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 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 $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $152M AUM 9.43% 1-Year Est. Return

Belpointe Asset Management's CMDY Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q2 2023, closing a stake of 263 shares — an estimated $13.6K sold.

Belpointe Asset Management first reported a position in CMDY in Q4 2022 and held it in 2 quarters. The position peaked at $13.6K in Q1 2023. 54 funds tracked by Wall St. Rank hold CMDY as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 263 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2023, an estimated $13.6K.
  • Belpointe Asset Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $13.6K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.