IAM Advisory’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
– Sell
-196,102
Closed -$10.8M – 84
2022
Q3
$10.8M Buy
196,102
+3,422
+2% +$197K 4.56% 6
2022
Q2
$11.2M Buy
+192,680
New +$12.3M 4.61% 6

Other funds holding CMDY

IAM Advisory's CMDY Position: Q4 2022 in Review

IAM Advisory sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q4 2022, closing a stake of 196,102 shares — an estimated $10.8M sold.

IAM Advisory first reported a position in CMDY in Q2 2022 and held it in 2 quarters. The position peaked at $11.2M in Q2 2022. 91 funds tracked by Wall St. Rank hold CMDY as of Q4 2022.

  • IAM Advisory reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • IAM Advisory sold 196,102 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q4 2022, an estimated $10.8M.
  • IAM Advisory first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2022 and held it in 2 quarters.
  • IAM Advisory's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $11.2M in Q2 2022.
  • 91 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q4 2022.

Based on IAM Advisory's 13F filing for Q4 2022, filed 18 Jan 2023.