Little House Capital’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Little House Capital’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	$1.03M	Buy	+17,260	New	+$938K	0.26%	78
2022 Q2	–	Sell	-36,939	Closed	-$2.27M	–	117
2022 Q1	$2.27M	Sell	36,939 -20,636	-36%	-$1.16M	1.16%	25
2021 Q4	$2.85M	Buy	57,575 +1,588	+3%	+$90.3K	1.51%	14
2021 Q3	$3.27M	Sell	55,987 -1,807	-3%	-$101K	1.92%	9
2021 Q2	$3.19M	Buy	+57,794	New	+$3.05M	1.72%	9

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

Little House Capital's CMDY Position: Q1 2026 in Review

Little House Capital opened a new position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q1 2026: 17,260 shares worth $1.03M. The stake represents 0.26% of the portfolio and ranks #78 among its holdings. This is a return to the name: Little House Capital previously reported a position in CMDY as recently as Q1 2022.

Little House Capital first reported a position in CMDY in Q2 2021 and has held it in 5 quarters since. The position peaked at $3.27M in Q3 2021. 73 funds tracked by Wall St. Rank hold CMDY as of Q1 2026.

Little House Capital held 17,260 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $1.03M as of Q1 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF was a new Little House Capital position in Q1 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.26% of Little House Capital's portfolio in Q1 2026, its #78 holding.
Little House Capital first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2021 and has held it in 5 quarters since.
Little House Capital's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $3.27M in Q3 2021.
73 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2026.

Based on Little House Capital's 13F filing for Q1 2026, filed 7 May 2026.