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

First Foundation 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	$7.91M	Buy	133,199 +120,552	+953%	+$6.55M	0.32%	54
2025 Q4	$617K	Buy	+12,647	New	+$673K	0.02%	211

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Foundation Advisors's CMDY Position: Q1 2026 in Review

First Foundation Advisors increased its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 953% in Q1 2026, buying an estimated $6.55M and bringing the position to 133,199 shares worth $7.91M. The position accounts for 0.32% of the portfolio, ranked #54.

First Foundation Advisors first reported a position in CMDY in Q4 2025 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold CMDY as of Q1 2026.

First Foundation Advisors held 133,199 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $7.91M as of Q1 2026.
First Foundation Advisors bought 120,552 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2026, an estimated $6.55M.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.32% of First Foundation Advisors's portfolio in Q1 2026, its #54 holding.
First Foundation Advisors first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2025 and has held it in 2 quarters since.
73 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.