LPL Financial’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

LPL Financial’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	$8.62M	Buy	156,096 +24,218	+18%	+$1.45M	﹤0.01%	2291
2026 Q1	$7.84M	Buy	131,878 +22,392	+20%	+$1.22M	﹤0.01%	2212
2025 Q4	$5.34M	Sell	109,486 -10,280	-9%	-$547K	﹤0.01%	2480
2025 Q3	$6.3M	Buy	119,766 +15,917	+15%	+$815K	﹤0.01%	2269
2025 Q2	$5.24M	Sell	103,849 -32,804	-24%	-$1.65M	﹤0.01%	2261
2025 Q1	$7.09M	Buy	136,653 +93,394	+216%	+$4.71M	﹤0.01%	1859
2024 Q4	$2.06M	Buy	43,259 +10,615	+33%	+$521K	﹤0.01%	2833
2024 Q3	$1.63M	Buy	32,644 +2,810	+9%	+$136K	﹤0.01%	2931
2024 Q2	$1.47M	Sell	29,834 -2,591	-8%	-$129K	﹤0.01%	2891
2024 Q1	$1.55M	Sell	32,425 -486	-1%	-$22.7K	﹤0.01%	2770
2023 Q4	$1.55M	Sell	32,911 -4,101	-11%	-$206K	﹤0.01%	2652
2023 Q3	$1.91M	Sell	37,012 -4,566	-11%	-$236K	﹤0.01%	2321
2023 Q2	$2.06M	Buy	41,578 +851	+2%	+$42.9K	﹤0.01%	2226
2023 Q1	$2.1M	Sell	40,727 -43,993	-52%	-$2.3M	﹤0.01%	2107
2022 Q4	$4.62M	Buy	84,720 +49,566	+141%	+$2.8M	﹤0.01%	1510
2022 Q3	$1.93M	Sell	35,154 -1,380	-4%	-$79.6K	﹤0.01%	2013
2022 Q2	$2.13M	Buy	36,534 +23,470	+180%	+$1.5M	﹤0.01%	1980
2022 Q1	$801K	Buy	13,064 +5,201	+66%	+$293K	﹤0.01%	2799
2021 Q4	$389K	Buy	7,863 +2,285	+41%	+$130K	﹤0.01%	3491
2021 Q3	$326K	Sell	5,578 -4,080	-42%	-$227K	﹤0.01%	3590
2021 Q2	$533K	Buy	+9,658	New	+$510K	﹤0.01%	3095

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 22.96% 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

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

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial's CMDY Position: Q2 2026 in Review

LPL Financial increased its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 18% in Q2 2026, buying an estimated $1.45M and bringing the position to 156,096 shares worth $8.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

LPL Financial first reported a position in CMDY in Q2 2021 and has held it in 21 quarters since. 72 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

LPL Financial held 156,096 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $8.62M as of Q2 2026.
LPL Financial bought 24,218 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2026, an estimated $1.45M.
iShares Bloomberg Roll Select Commodity Strategy ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2291 holding.
LPL Financial first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2021 and has held it in 21 quarters since.
72 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.