Bullock Wealth Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Bullock Wealth Management’s Portfolio COMT Stock Details COMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-467	Closed	-$12.5K	–	612
2025 Q3	$12.5K	Buy	+467	New	+$12.4K	0.01%	391

Other funds holding COMT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $128M AUM 19.21% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

VWM

VCI Wealth Management St Louis, Missouri $399M AUM 23.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bullock Wealth Management's COMT Position: Q4 2025 in Review

Bullock Wealth Management sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2025, closing a stake of 467 shares — an estimated $12.5K sold.

Bullock Wealth Management first reported a position in COMT in Q3 2025 and held it in 1 quarter. The position peaked at $12.5K in Q3 2025. 133 funds tracked by Wall St. Rank hold COMT as of Q4 2025.

Bullock Wealth Management reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2025 after selling out during the quarter.
Bullock Wealth Management sold 467 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2025, an estimated $12.5K.
Bullock Wealth Management first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2025 and held it in 1 quarter.
Bullock Wealth Management's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $12.5K in Q3 2025.
133 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2025.

Based on Bullock Wealth Management's 13F filing for Q4 2025, filed 10 Sep 2026.