Institutional & Family Asset Management’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Institutional & Family Asset 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 Q2	–	Sell	-162	Closed	-$10K	–	733
2022 Q1	$10K	Buy	162 +97	+149%	+$5.47K	﹤0.01%	438
2021 Q4	$3K	Hold	65	–	–	﹤0.01%	616
2021 Q3	$4K	Buy	+65	New	+$3.62K	﹤0.01%	694

Other funds holding CMDY

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

SAF

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

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

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

APCM

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

DWP

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

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Institutional & Family Asset Management's CMDY Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q2 2022, closing a stake of 162 shares — an estimated $10K sold.

Institutional & Family Asset Management first reported a position in CMDY in Q3 2021 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 70 funds tracked by Wall St. Rank hold CMDY as of Q2 2022.

Institutional & Family Asset Management reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q2 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 162 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2022, an estimated $10K.
Institutional & Family Asset Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q3 2021 and held it in 3 quarters.
Institutional & Family Asset Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $10K in Q1 2022.
70 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.