Intelligence Driven Advisers’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Intelligence Driven Advisers’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	-13,547	Closed	-$782K	–	101
2022 Q3	$782K	Sell	13,547 -990	-7%	-$57.1K	0.16%	64
2022 Q2	$798K	Sell	14,537 -5,038	-26%	-$322K	0.16%	63
2022 Q1	$1.22M	Sell	19,575 -52,753	-73%	-$2.97M	0.22%	53
2021 Q4	$3.79M	Buy	+72,328	New	+$4.11M	0.7%	31

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

Intelligence Driven Advisers's CMDY Position: Q4 2022 in Review

Intelligence Driven Advisers sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q4 2022, closing a stake of 13,547 shares — an estimated $782K sold.

Intelligence Driven Advisers first reported a position in CMDY in Q4 2021 and held it in 4 quarters. The position peaked at $3.79M in Q4 2021. 90 funds tracked by Wall St. Rank hold CMDY as of Q4 2022.

Intelligence Driven Advisers reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q4 2022 after selling out during the quarter.
Intelligence Driven Advisers sold 13,547 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q4 2022, an estimated $782K.
Intelligence Driven Advisers first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2021 and held it in 4 quarters.
Intelligence Driven Advisers's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $3.79M in Q4 2021.
90 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q4 2022.

Based on Intelligence Driven Advisers's 13F filing for Q4 2022, filed 23 Jan 2023.