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

Kingsview 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
2026 Q2	$1.52M	Buy	27,472 +488	+2%	+$29.2K	0.02%	625
2026 Q1	$1.6M	Sell	26,984 -1,555	-5%	-$84.5K	0.02%	555
2025 Q4	$1.39M	Buy	28,539 +2,027	+8%	+$108K	0.02%	548
2025 Q3	$1.39M	Buy	26,512 +3,784	+17%	+$194K	0.02%	527
2025 Q2	$1.15M	Sell	22,728 -2,967	-12%	-$149K	0.02%	549
2025 Q1	$1.33M	Buy	25,695 +3,246	+14%	+$164K	0.03%	474
2024 Q4	$1.07M	Buy	22,449 +3,372	+18%	+$165K	0.02%	527
2024 Q3	$951K	Sell	19,077 -392	-2%	-$18.9K	0.02%	550
2024 Q2	$961K	Buy	19,469 +2,990	+18%	+$149K	0.02%	520
2024 Q1	$790K	Sell	16,479 -342	-2%	-$16K	0.02%	561
2023 Q4	$791K	Buy	16,821 +89	+0.5%	+$4.48K	0.02%	528
2023 Q3	$862K	Buy	16,732 +545	+3%	+$28.2K	0.03%	475
2023 Q2	$801K	Buy	16,187 +994	+7%	+$50.1K	0.03%	471
2023 Q1	$783K	Sell	15,193 -81	-0.5%	-$4.23K	0.03%	457
2022 Q4	$833K	Buy	15,274 +1,384	+10%	+$78.2K	0.04%	384
2022 Q3	$764K	Buy	13,890 +1,223	+10%	+$70.6K	0.04%	395
2022 Q2	$738K	Buy	12,667 +600	+5%	+$38.3K	0.04%	448
2022 Q1	$740K	Buy	12,067 +527	+5%	+$29.7K	0.03%	478
2021 Q4	$571K	Sell	11,540 -16	-0.1%	-$910	0.02%	537
2021 Q3	$675K	Buy	11,556 +494	+4%	+$27.5K	0.03%	476
2021 Q2	$608K	Buy	11,062 +1,077	+11%	+$56.9K	0.03%	511
2021 Q1	$487K	Buy	9,985 +1,266	+15%	+$61K	0.03%	511
2020 Q4	$397K	Buy	+8,719	New	+$378K	0.03%	495

Other funds holding CMDY

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kingsview Wealth Management's CMDY Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 1.8% in Q2 2026, buying an estimated $29.2K and bringing the position to 27,472 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #625.

Kingsview Wealth Management first reported a position in CMDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.6M in Q1 2026. 78 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

Kingsview Wealth Management held 27,472 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $1.52M as of Q2 2026.
Kingsview Wealth Management bought 488 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2026, an estimated $29.2K.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #625 holding.
Kingsview Wealth Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2020 and has held it in 23 quarters since.
Kingsview Wealth Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $1.6M in Q1 2026.
78 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.