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

Laurel Oak 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	$732K	Sell	13,256 -356	-3%	-$21.3K	0.11%	158
2026 Q1	$809K	Sell	13,612 -4,241	-24%	-$231K	0.14%	132
2025 Q4	$870K	Buy	+17,853	New	+$950K	0.15%	119

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 22.9% 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

Laurel Oak Wealth Management's CMDY Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 2.6% in Q2 2026, selling an estimated $21.3K and leaving 13,256 shares worth $732K. The position accounts for 0.11% of the portfolio, ranked #158.

Laurel Oak Wealth Management first reported a position in CMDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $870K in Q4 2025. 78 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

Laurel Oak Wealth Management held 13,256 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $732K as of Q2 2026.
Laurel Oak Wealth Management sold 356 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2026, an estimated $21.3K.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.11% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #158 holding.
Laurel Oak Wealth Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $870K in Q4 2025.
78 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.