Carson Wealth (CWM LLC)’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$3.68K	Hold	62	–	–	﹤0.01%	5131
2025 Q4	$3K	Sell	62 -423	-87%	-$22.5K	﹤0.01%	4957
2025 Q3	$26K	Buy	485 +423	+682%	+$21.6K	﹤0.01%	3962
2025 Q2	$3K	Hold	62	–	–	﹤0.01%	4748
2025 Q1	$3K	Hold	62	–	–	﹤0.01%	4607
2024 Q4	$3K	Sell	62 -54	-47%	-$2.65K	﹤0.01%	4390
2024 Q3	$6K	Hold	116	–	–	﹤0.01%	3991
2024 Q2	$6K	Sell	116 -51	-31%	-$2.54K	﹤0.01%	3755
2024 Q1	$8K	Sell	167 -6,648	-98%	-$310K	﹤0.01%	3442
2023 Q4	$321K	Buy	6,815 +6,764	+13,263%	+$341K	﹤0.01%	1226
2023 Q3	$3K	Buy	+51	New	+$2.64K	﹤0.01%	3643
2019 Q1	–	Sell	-931	Closed	-$41K	–	2974
2018 Q4	$41K	Buy	931 +15	+2%	+$704	﹤0.01%	920
2018 Q3	$45K	Sell	916 -37	-4%	-$1.79K	﹤0.01%	767
2018 Q2	$48K	Buy	+953	New	+$49K	﹤0.01%	636

Other funds holding CMDY

TWC

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

DCM

Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC)'s CMDY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) position steady in Q1 2026 at 62 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #5131.

Carson Wealth (CWM LLC) first reported a position in CMDY in Q2 2018 and has held it in 14 quarters since. The position peaked at $321K in Q4 2023. 73 funds tracked by Wall St. Rank hold CMDY as of Q1 2026.

Carson Wealth (CWM LLC) held 62 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $3.68K as of Q1 2026.
Carson Wealth (CWM LLC) left its iShares Bloomberg Roll Select Commodity Strategy ETF share count unchanged in Q1 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5131 holding.
Carson Wealth (CWM LLC) first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2018 and has held it in 14 quarters since.
Carson Wealth (CWM LLC)'s iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $321K in Q4 2023.
73 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.