Horizons Wealth Management’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Horizons Wealth Management’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	$5.44M	Sell	91,840 -1,469	-2%	-$79.8K	3.57%	9
2025 Q4	$4.55M	Buy	93,309 +21,727	+30%	+$1.16M	2.98%	9
2025 Q3	$3.77M	Buy	71,582 +2,942	+4%	+$151K	2.56%	13
2025 Q2	$3.46M	Buy	68,640 +127	+0.2%	+$6.38K	2.47%	14
2025 Q1	$3.56M	Buy	68,513 +3,508	+5%	+$177K	2.65%	14
2024 Q4	$3.09M	Buy	65,005 +12,130	+23%	+$595K	2.36%	15
2024 Q3	$2.64M	Buy	52,875 +1,958	+4%	+$94.5K	2.02%	15
2024 Q2	$2.46M	Sell	50,917 -40,886	-45%	-$2.04M	1.94%	16
2024 Q1	$4.32M	Hold	91,803	–	–	2.83%	10
2023 Q4	$4.32M	Buy	91,803 +13,730	+18%	+$691K	2.83%	10
2023 Q3	$4.02M	Buy	78,073 +4,256	+6%	+$220K	2.93%	11
2023 Q2	$3.63M	Sell	73,817 -3,148	-4%	-$159K	2.58%	13
2023 Q1	$3.97M	Buy	76,965 +14,451	+23%	+$754K	2.91%	11
2022 Q4	$3.4M	Buy	62,514 +53,684	+608%	+$3.03M	2.72%	13
2022 Q3	$486K	Sell	8,830 -334	-4%	-$19.3K	0.45%	27
2022 Q2	$541K	Buy	+9,164	New	+$586K	0.44%	27

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

Horizons Wealth Management's CMDY Position: Q1 2026 in Review

Horizons Wealth Management reduced its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 1.6% in Q1 2026, selling an estimated $79.8K and leaving 91,840 shares worth $5.44M. The position accounts for 3.57% of the portfolio, ranked #9.

Horizons Wealth Management first reported a position in CMDY in Q2 2022 and has held it in 16 quarters since. 73 funds tracked by Wall St. Rank hold CMDY as of Q1 2026.

Horizons Wealth Management held 91,840 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $5.44M as of Q1 2026.
Horizons Wealth Management sold 1,469 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2026, an estimated $79.8K.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 3.57% of Horizons Wealth Management's portfolio in Q1 2026, its #9 holding.
Horizons Wealth Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2022 and has held it in 16 quarters since.
73 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.