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

IFP 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 Q2	$106K	Hold	1,921	–	–	﹤0.01%	1943
2026 Q1	$114K	Hold	1,921	–	–	﹤0.01%	1764
2025 Q4	$93.6K	Buy	1,921 +149	+8%	+$7.92K	﹤0.01%	1841
2025 Q3	$93.2K	Hold	1,772	–	–	﹤0.01%	1725
2025 Q2	$89.4K	Sell	1,772 -171	-9%	-$8.59K	﹤0.01%	1699
2025 Q1	$101K	Buy	1,943 +50	+3%	+$2.52K	﹤0.01%	1521
2024 Q4	$90.1K	Buy	1,893 +703	+59%	+$34.5K	﹤0.01%	1523
2024 Q3	$59.3K	Buy	+1,190	New	+$57.5K	﹤0.01%	1652
2022 Q1	–	Sell	-3	Closed	-$1K	–	4551
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	2962
2021 Q3	$1K	Buy	+3	New	+$167	﹤0.01%	2996

Other funds holding CMDY

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors's CMDY Position: Q2 2026 in Review

IFP Advisors held its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) position steady in Q2 2026 at 1,921 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

IFP Advisors first reported a position in CMDY in Q3 2021 and has held it in 10 quarters since. The position peaked at $114K in Q1 2026. 78 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

IFP Advisors held 1,921 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $106K as of Q2 2026.
IFP Advisors left its iShares Bloomberg Roll Select Commodity Strategy ETF share count unchanged in Q2 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1943 holding.
IFP Advisors first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q3 2021 and has held it in 10 quarters since.
IFP Advisors's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $114K in Q1 2026.
78 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.