Cypress Wealth Services’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Cypress Wealth Services’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
2023 Q1	–	Sell	-5,899	Closed	-$322K	–	250
2022 Q4	$322K	Buy	5,899 +1,932	+49%	+$109K	0.1%	172
2022 Q3	$229K	Buy	+3,967	New	+$229K	0.08%	198
2022 Q2	–	Sell	-6,337	Closed	-$389K	–	231
2022 Q1	$389K	Sell	6,337 -683	-10%	-$38.5K	0.11%	147
2021 Q4	$347K	Buy	+7,020	New	+$399K	0.1%	156

Other funds holding CMDY

APCM

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

SAF

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

SAG

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

OWA

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cypress Wealth Services's CMDY Position: Q1 2023 in Review

Cypress Wealth Services sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q1 2023, closing a stake of 5,899 shares — an estimated $322K sold.

Cypress Wealth Services first reported a position in CMDY in Q4 2021 and held it in 4 quarters. The position peaked at $389K in Q1 2022. 56 funds tracked by Wall St. Rank hold CMDY as of Q1 2023.

Cypress Wealth Services reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q1 2023 after selling out during the quarter.
Cypress Wealth Services sold 5,899 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2023, an estimated $322K.
Cypress Wealth Services first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2021 and held it in 4 quarters.
Cypress Wealth Services's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $389K in Q1 2022.
56 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2023.

Based on Cypress Wealth Services's 13F filing for Q1 2023, filed 7 Apr 2023.