Independent Wealth Network’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,303
Closed -$290K 201
2022
Q4
$290K Buy
10,303
+3,252
+46% +$116K 0.2% 129
2022
Q3
$252K Buy
7,051
+361
+5% +$13.9K 0.2% 134
2022
Q2
$274K Buy
6,690
+2
+0% +$85 0.2% 131
2022
Q1
$268K Sell
6,688
-529
-7% -$19.2K 0.17% 155
2021
Q4
$223K Buy
7,217
+1,054
+17% +$37.3K 0.14% 179
2021
Q3
$228K Buy
+6,163
New +$211K 0.15% 174

Other funds holding COMT

Independent Wealth Network's COMT Position: Q1 2023 in Review

Independent Wealth Network sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q1 2023, closing a stake of 10,303 shares — an estimated $290K sold.

Independent Wealth Network first reported a position in COMT in Q3 2021 and held it in 6 quarters. The position peaked at $290K in Q4 2022. 215 funds tracked by Wall St. Rank hold COMT as of Q1 2023.

  • Independent Wealth Network reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • Independent Wealth Network sold 10,303 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q1 2023, an estimated $290K.
  • Independent Wealth Network first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2021 and held it in 6 quarters.
  • Independent Wealth Network's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $290K in Q4 2022.
  • 215 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q1 2023.

Based on Independent Wealth Network's 13F filing for Q1 2023, filed 18 Apr 2023.