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

FDx 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
2026 Q1	$4.39M	Buy	+73,861	New	+$4.01M	1.4%	20
2025 Q4	–	Sell	-74,228	Closed	-$4M	–	104
2025 Q3	$4M	Buy	74,228 +1,189	+2%	+$60.9K	1.2%	24
2025 Q2	$3.68M	Sell	73,039 -2,167	-3%	-$109K	1.13%	24
2025 Q1	$3.9M	Sell	75,206 -20,946	-22%	-$1.06M	1.27%	22
2024 Q4	$4.58M	Buy	96,152 +7,124	+8%	+$349K	1.34%	22
2024 Q3	$4.44M	Sell	89,028 -6,309	-7%	-$305K	1.21%	23
2024 Q2	$4.71M	Sell	95,337 -2,828	-3%	-$141K	1.3%	21
2024 Q1	$4.71M	Buy	98,165 +115	+0.1%	+$5.37K	0.71%	38
2023 Q4	$4.61M	Sell	98,050 -5,227	-5%	-$263K	0.36%	63
2023 Q3	$5.32M	Sell	103,277 -2,404	-2%	-$124K	0.44%	58
2023 Q2	$5.23M	Buy	+105,681	New	+$5.32M	0.29%	95

Other funds holding CMDY

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

DCM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDx Advisors's CMDY Position: Q1 2026 in Review

FDx Advisors opened a new position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q1 2026: 73,861 shares worth $4.39M. The stake represents 1.4% of the portfolio and ranks #20 among its holdings. This is a return to the name: FDx Advisors previously reported a position in CMDY as recently as Q3 2025.

FDx Advisors first reported a position in CMDY in Q2 2023 and has held it in 11 quarters since. The position peaked at $5.32M in Q3 2023. 73 funds tracked by Wall St. Rank hold CMDY as of Q1 2026.

FDx Advisors held 73,861 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $4.39M as of Q1 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF was a new FDx Advisors position in Q1 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 1.4% of FDx Advisors's portfolio in Q1 2026, its #20 holding.
FDx Advisors first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2023 and has held it in 11 quarters since.
FDx Advisors's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $5.32M in Q3 2023.
73 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2026.

Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.