Leavell Investment Management’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Leavell Investment 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 Q4	–	Sell	-4,048	Closed	-$213K	–	592
2025 Q3	$213K	Hold	4,048	–	–	0.01%	565
2025 Q2	$204K	Hold	4,048	–	–	0.01%	565
2025 Q1	$210K	Buy	+4,048	New	+$204K	0.01%	530
2024 Q4	–	Sell	-4,123	Closed	-$206K	–	539
2024 Q3	$206K	Sell	4,123 -319	-7%	-$15.4K	0.01%	522
2024 Q2	$219K	Sell	4,442 -565	-11%	-$28.2K	0.01%	482
2024 Q1	$240K	Sell	5,007 -235	-4%	-$11K	0.01%	451
2023 Q4	$247K	Buy	+5,242	New	+$264K	0.02%	433

Other funds holding CMDY

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

AWA

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

Leavell Investment Management's CMDY Position: Q4 2025 in Review

Leavell Investment Management sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q4 2025, closing a stake of 4,048 shares — an estimated $213K sold.

Leavell Investment Management first reported a position in CMDY in Q4 2023 and held it in 7 quarters. The position peaked at $247K in Q4 2023. 67 funds tracked by Wall St. Rank hold CMDY as of Q4 2025.

Leavell Investment Management reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q4 2025 after selling out during the quarter.
Leavell Investment Management sold 4,048 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q4 2025, an estimated $213K.
Leavell Investment Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2023 and held it in 7 quarters.
Leavell Investment Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $247K in Q4 2023.
67 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q4 2025.

Based on Leavell Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.