First National Corp’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

First National Corp’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 Q2	–	Sell	-23,983	Closed	-$1.24M	–	159
2023 Q1	$1.24M	Buy	23,983 +4,805	+25%	+$251K	0.29%	67
2022 Q4	$1.05M	Buy	19,178 +1,325	+7%	+$74.8K	0.26%	72
2022 Q3	$982K	Buy	17,853 +2,055	+13%	+$119K	0.27%	76
2022 Q2	$920K	Sell	15,798 -1,659	-10%	-$106K	0.24%	76
2022 Q1	$1.07M	Buy	17,457 +1,849	+12%	+$104K	0.23%	76
2021 Q4	$772K	Buy	15,608 +96	+0.6%	+$5.46K	0.17%	84
2021 Q3	$906K	Buy	+15,512	New	+$864K	0.2%	75

Other funds holding CMDY

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 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

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

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

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

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

DCM

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

IFPG

Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $152M AUM 9.43% 1-Year Est. Return

First National Corp's CMDY Position: Q2 2023 in Review

First National Corp sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q2 2023, closing a stake of 23,983 shares — an estimated $1.24M sold.

First National Corp first reported a position in CMDY in Q3 2021 and held it in 7 quarters. The position peaked at $1.24M in Q1 2023. 54 funds tracked by Wall St. Rank hold CMDY as of Q2 2023.

First National Corp reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q2 2023 after selling out during the quarter.
First National Corp sold 23,983 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2023, an estimated $1.24M.
First National Corp first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q3 2021 and held it in 7 quarters.
First National Corp's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $1.24M in Q1 2023.
54 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2023.

Based on First National Corp's 13F filing for Q2 2023, filed 31 Jul 2023.