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

Independent Solutions 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
2022 Q4	–	Sell	-6,554	Closed	-$361K	–	215
2022 Q3	$361K	Buy	6,554 +275	+4%	+$15.9K	0.12%	141
2022 Q2	$366K	Buy	6,279 +1,479	+31%	+$94.5K	0.11%	135
2022 Q1	$294K	Buy	+4,800	New	+$271K	0.07%	175

Other funds holding CMDY

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

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

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Independent Solutions Wealth Management's CMDY Position: Q4 2022 in Review

Independent Solutions Wealth Management sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q4 2022, closing a stake of 6,554 shares — an estimated $361K sold.

Independent Solutions Wealth Management first reported a position in CMDY in Q1 2022 and held it in 3 quarters. The position peaked at $366K in Q2 2022. 90 funds tracked by Wall St. Rank hold CMDY as of Q4 2022.

Independent Solutions Wealth Management reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q4 2022 after selling out during the quarter.
Independent Solutions Wealth Management sold 6,554 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q4 2022, an estimated $361K.
Independent Solutions Wealth Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2022 and held it in 3 quarters.
Independent Solutions Wealth Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $366K in Q2 2022.
90 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q4 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2022, filed 19 Dec 2024.