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 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 $33.7B AUM 35.49% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

Laurel Oak Wealth Management's CMDY Position: Q1 2026 in Review

Laurel Oak Wealth Management reduced its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 24% in Q1 2026, selling an estimated $231K and leaving 13,612 shares worth $809K. The position accounts for 0.14% of the portfolio, ranked #132.

Laurel Oak Wealth Management first reported a position in CMDY in Q4 2025 and has held it in 2 quarters since. The position peaked at $870K in Q4 2025. 73 funds tracked by Wall St. Rank hold CMDY as of Q1 2026.

Laurel Oak Wealth Management held 13,612 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $809K as of Q1 2026.
Laurel Oak Wealth Management sold 4,241 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2026, an estimated $231K.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.14% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #132 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 2 quarters since.
Laurel Oak Wealth Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $870K in Q4 2025.
73 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.