Destiny Wealth Partners’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Destiny Wealth Partners’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	-195,027	Closed	-$10.6M	–	260
2022 Q4	$10.6M	Buy	195,027 +9,072	+5%	+$512K	2.3%	13
2022 Q3	$10.2M	Sell	185,955 -8,584	-4%	-$495K	2.3%	8
2022 Q2	$11.3M	Sell	194,539 -175,687	-47%	-$11.2M	2.5%	9
2022 Q1	$22.7M	Buy	370,226 +234,083	+172%	+$13.2M	4.42%	1
2021 Q4	$6.74M	Buy	136,143 +1,720	+1%	+$97.9K	1.3%	28
2021 Q3	$7.85M	Buy	134,423 +8,497	+7%	+$473K	1.58%	21
2021 Q2	$6.95M	Buy	+125,926	New	+$6.65M	1.33%	24

Other funds holding CMDY

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 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 $3.05B AUM 18.61% 1-Year Est. Return

OWA

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Destiny Wealth Partners's CMDY Position: Q1 2023 in Review

Destiny Wealth Partners sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q1 2023, closing a stake of 195,027 shares — an estimated $10.6M sold.

Destiny Wealth Partners first reported a position in CMDY in Q2 2021 and held it in 7 quarters. The position peaked at $22.7M in Q1 2022. 56 funds tracked by Wall St. Rank hold CMDY as of Q1 2023.

Destiny Wealth Partners reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 195,027 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2023, an estimated $10.6M.
Destiny Wealth Partners first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2021 and held it in 7 quarters.
Destiny Wealth Partners's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $22.7M in Q1 2022.
56 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.