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

Carolinas Wealth Consulting’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
2025 Q1	–	Sell	-1,003	Closed	-$47.7K	–	1032
2024 Q4	$47.7K	Buy	1,003 +41	+4%	+$2.01K	0.01%	366
2024 Q3	$47.9K	Hold	962	–	–	0.01%	371
2024 Q2	$47.5K	Buy	962 +1	+0.1%	+$50	0.01%	376
2024 Q1	$46.1K	Hold	961	–	–	0.01%	389
2023 Q4	$45.2K	Buy	961 +46	+5%	+$2.32K	0.01%	352
2023 Q3	$47.2K	Hold	915	–	–	0.01%	317
2023 Q2	$45.3K	Hold	915	–	–	0.01%	360
2023 Q1	$47.1K	Hold	915	–	–	0.01%	374
2022 Q4	$49.9K	Buy	+915	New	+$51.7K	0.01%	358

Other funds holding CMDY

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

Carolinas Wealth Consulting's CMDY Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q1 2025, closing a stake of 1,003 shares — an estimated $47.7K sold.

Carolinas Wealth Consulting first reported a position in CMDY in Q4 2022 and held it in 9 quarters. The position peaked at $49.9K in Q4 2022. 56 funds tracked by Wall St. Rank hold CMDY as of Q1 2025.

Carolinas Wealth Consulting reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,003 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2025, an estimated $47.7K.
Carolinas Wealth Consulting first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2022 and held it in 9 quarters.
Carolinas Wealth Consulting's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $49.9K in Q4 2022.
56 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.