Clearstead Advisors’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Clearstead Advisors’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
2022 Q4	–	Sell	-67	Closed	-$4K	–	1330
2022 Q3	$4K	Hold	67	–	–	﹤0.01%	988
2022 Q2	$4K	Hold	67	–	–	﹤0.01%	1023
2022 Q1	$4K	Buy	+67	New	+$3.78K	﹤0.01%	1098

Other funds holding CMDY

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APCM

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

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

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Clearstead Advisors's CMDY Position: Q4 2022 in Review

Clearstead Advisors sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q4 2022, closing a stake of 67 shares — an estimated $4K sold.

Clearstead Advisors first reported a position in CMDY in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 90 funds tracked by Wall St. Rank hold CMDY as of Q4 2022.

Clearstead Advisors reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q4 2022 after selling out during the quarter.
Clearstead Advisors sold 67 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q4 2022, an estimated $4K.
Clearstead Advisors first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2022 and held it in 3 quarters.
Clearstead Advisors's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $4K in Q3 2022.
90 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q4 2022.

Based on Clearstead Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.