Lloyd Advisory Services’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Lloyd Advisory Services’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 Q3	$2.54K	Buy	+40	New	+$2.45K	﹤0.01%	509

Other funds holding CMDY

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Alaska Wealth Advisors Anchorage, Alaska $895M AUM 12.18% 1-Year Est. Return

Horizons Wealth Management Asheville, North Carolina $160M AUM

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Lloyd Advisory Services's CMDY Position: Q3 2026 in Review

Lloyd Advisory Services opened a new position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q3 2026: 40 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings.

57 funds tracked by Wall St. Rank hold CMDY as of Q3 2026.

Lloyd Advisory Services held 40 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $2.54K as of Q3 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF was a new Lloyd Advisory Services position in Q3 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q3 2026, its #509 holding.
57 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q3 2026.

Based on Lloyd Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.