Iron Horse Wealth Management’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Iron Horse 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
2025 Q2	$20.7K	Hold	410	–	–	0.01%	210
2025 Q1	$21.3K	Hold	410	–	–	0.01%	195
2024 Q4	$19.5K	Hold	410	–	–	0.01%	185
2024 Q3	$20.4K	Hold	410	–	–	0.01%	175
2024 Q2	$20.2K	Hold	410	–	–	0.01%	160
2024 Q1	$19.7K	Hold	410	–	–	0.01%	135
2023 Q4	$19.3K	Hold	410	–	–	0.01%	124
2023 Q3	$21.1K	Hold	410	–	–	0.01%	112
2023 Q2	$20.3K	Hold	410	–	–	0.01%	105
2023 Q1	$21.1K	Hold	410	–	–	0.01%	102
2022 Q4	$22K	Hold	410	–	–	0.01%	98
2022 Q3	$23K	Hold	410	–	–	0.03%	57
2022 Q2	$24K	Buy	+410	New	+$26.2K	0.01%	92

Other funds holding CMDY

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

DCM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Iron Horse Wealth Management's CMDY Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) position steady in Q2 2025 at 410 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #210.

Iron Horse Wealth Management first reported a position in CMDY in Q2 2022 and has held it in 13 quarters since. The position peaked at $24K in Q2 2022. 59 funds tracked by Wall St. Rank hold CMDY as of Q2 2025.

Iron Horse Wealth Management held 410 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $20.7K as of Q2 2025.
Iron Horse Wealth Management left its iShares Bloomberg Roll Select Commodity Strategy ETF share count unchanged in Q2 2025.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #210 holding.
Iron Horse Wealth Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2022 and has held it in 13 quarters since.
Iron Horse Wealth Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $24K in Q2 2022.
59 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.