Columbia River Financial Group’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Columbia River Financial 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
2026 Q2	$431K	Buy	7,816 +156	+2%	+$9.32K	0.23%	43
2026 Q1	$455K	Sell	7,660 -565	-7%	-$30.7K	0.26%	42
2025 Q4	$400K	Sell	8,225 -15	-0.2%	-$798	0.25%	42
2025 Q3	$450K	Buy	8,240 +615	+8%	+$31.5K	0.28%	40
2025 Q2	$381K	Sell	7,625 -2,731	-26%	-$137K	0.25%	41
2025 Q1	$537K	Sell	10,356 -3,677	-26%	-$185K	0.36%	38
2024 Q4	$667K	Buy	+14,033	New	+$688K	0.46%	34

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

FFA

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

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

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

DCM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Columbia River Financial Group's CMDY Position: Q2 2026 in Review

Columbia River Financial Group increased its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 2% in Q2 2026, buying an estimated $9.32K and bringing the position to 7,816 shares worth $431K. The position accounts for 0.23% of the portfolio, ranked #43.

Columbia River Financial Group first reported a position in CMDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $667K in Q4 2024. 78 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

Columbia River Financial Group held 7,816 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $431K as of Q2 2026.
Columbia River Financial Group bought 156 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2026, an estimated $9.32K.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.23% of Columbia River Financial Group's portfolio in Q2 2026, its #43 holding.
Columbia River Financial Group first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2024 and has held it in 7 quarters since.
Columbia River Financial Group's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $667K in Q4 2024.
78 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.