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

Bravera Wealth’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 		$14.2K Hold
257
– – 0.01% 249
2026
Q1 		$15.3K Hold
257
– – 0.01% 265
2025
Q4 		$12.5K Buy
+257
New +$13.7K 0.01% 257

Other funds holding CMDY

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
NWPL
Noble Wealth Partners LLC Denver, Colorado $115M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GIM
Groesbeck Investment Management Paramus, New Jersey $62.8M AUM 52.32% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bravera Wealth's CMDY Position: Q2 2026 in Review

Bravera Wealth held its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) position steady in Q2 2026 at 257 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #249.

Bravera Wealth first reported a position in CMDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.3K in Q1 2026. 13 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

  • Bravera Wealth held 257 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $14.2K as of Q2 2026.
  • Bravera Wealth left its iShares Bloomberg Roll Select Commodity Strategy ETF share count unchanged in Q2 2026.
  • iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.01% of Bravera Wealth's portfolio in Q2 2026, its #249 holding.
  • Bravera Wealth first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $15.3K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.