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

Essential 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
2026 Q3	$140K	Hold	2,199	–	–	0.06%	333
2026 Q2	$121K	Hold	2,199	–	–	0.06%	361
2026 Q1	$131K	Sell	2,199 -70	-3%	-$3.8K	0.04%	360
2025 Q4	$111K	Sell	2,269 -3,158	-58%	-$168K	0.03%	425
2025 Q3	$285K	Sell	5,427 -835	-13%	-$42.7K	0.09%	256
2025 Q2	$316K	Buy	+6,262	New	+$315K	0.13%	225

Other funds holding CMDY

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners's CMDY Position: Q3 2026 in Review

Essential Partners held its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) position steady in Q3 2026 at 2,199 shares worth $140K. The position accounts for 0.06% of the portfolio, ranked #333.

Essential Partners first reported a position in CMDY in Q2 2025 and has held it in 6 quarters since. The position peaked at $316K in Q2 2025. 10 funds tracked by Wall St. Rank hold CMDY as of Q3 2026.

Essential Partners held 2,199 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $140K as of Q3 2026.
Essential Partners left its iShares Bloomberg Roll Select Commodity Strategy ETF share count unchanged in Q3 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.06% of Essential Partners's portfolio in Q3 2026, its #333 holding.
Essential Partners first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2025 and has held it in 6 quarters since.
Essential Partners's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $316K in Q2 2025.
10 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.