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 Q3	$8.41M	Sell	132,119 -23,977	-15%	-$1.47M	﹤0.01%	2355
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

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

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial's CMDY Position: Q3 2026 in Review

LPL Financial reduced its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 15% in Q3 2026, selling an estimated $1.47M and leaving 132,119 shares worth $8.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

LPL Financial first reported a position in CMDY in Q2 2021 and has held it in 22 quarters since. The position peaked at $8.62M in Q2 2026. 83 funds tracked by Wall St. Rank hold CMDY as of Q3 2026.

LPL Financial held 132,119 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $8.41M as of Q3 2026.
LPL Financial sold 23,977 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q3 2026, an estimated $1.47M.
iShares Bloomberg Roll Select Commodity Strategy ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2355 holding.
LPL Financial first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2021 and has held it in 22 quarters since.
LPL Financial's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $8.62M in Q2 2026.
83 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.