KFS
CMDY icon

Kelly Financial Services’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Kelly Financial Services’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
2023
Q1 		– Sell
-1,988
Closed -$108K – 708
2022
Q4 		$108K Buy
1,988
+1,490
+299% +$84.2K 0.06% 119
2022
Q3 		$27.4K Buy
+498
New +$28.7K 0.02% 220

Other funds holding CMDY

APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kelly Financial Services's CMDY Position: Q1 2023 in Review

Kelly Financial Services sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q1 2023, closing a stake of 1,988 shares — an estimated $108K sold.

Kelly Financial Services first reported a position in CMDY in Q3 2022 and held it in 2 quarters. The position peaked at $108K in Q4 2022. 56 funds tracked by Wall St. Rank hold CMDY as of Q1 2023.

  • Kelly Financial Services reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • Kelly Financial Services sold 1,988 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2023, an estimated $108K.
  • Kelly Financial Services first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q3 2022 and held it in 2 quarters.
  • Kelly Financial Services's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $108K in Q4 2022.
  • 56 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2023.

Based on Kelly Financial Services's 13F filing for Q1 2023, filed 17 Jul 2024.