CIBC Private Wealth Group’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

CIBC Private Wealth Group’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	-855	Closed	-$41.1K	–	3121
2024 Q4	$41.1K	Sell	855 -3,003	-78%	-$147K	﹤0.01%	1752
2024 Q3	$192K	Buy	3,858 +76	+2%	+$3.67K	﹤0.01%	1206
2024 Q2	$188K	Buy	3,782 +64	+2%	+$3.19K	﹤0.01%	1131
2024 Q1	$179K	Buy	+3,718	New	+$174K	﹤0.01%	1171
2023 Q3	–	Sell	-4,500	Closed	-$223K	–	1086
2023 Q2	$223K	Buy	+4,500	New	+$227K	﹤0.01%	817
2022 Q3	–	Sell	-449	Closed	-$26K	–	960
2022 Q2	$26K	Hold	449	–	–	﹤0.01%	999
2022 Q1	$28K	Buy	+449	New	+$25.3K	﹤0.01%	1078

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 $374B AUM 17.66% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $313M AUM 18.92% 1-Year Est. Return

CIBC Private Wealth Group's CMDY Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q1 2025, closing a stake of 855 shares — an estimated $41.1K sold.

CIBC Private Wealth Group first reported a position in CMDY in Q1 2022 and held it in 7 quarters. The position peaked at $223K in Q2 2023. 56 funds tracked by Wall St. Rank hold CMDY as of Q1 2025.

CIBC Private Wealth Group reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q1 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 855 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2025, an estimated $41.1K.
CIBC Private Wealth Group first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2022 and held it in 7 quarters.
CIBC Private Wealth Group's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $223K in Q2 2023.
56 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.