MCM
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MAI Capital Management’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

MAI Capital 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
-79
Closed -$4.16K – 4379
2025
Q3 		$4.16K Buy
+79
New +$4.04K ﹤0.01% 3086

Other funds holding CMDY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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
PS
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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

MAI Capital Management's CMDY Position: Q4 2025 in Review

MAI Capital Management sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q4 2025, closing a stake of 79 shares — an estimated $4.16K sold.

MAI Capital Management first reported a position in CMDY in Q3 2025 and held it in 1 quarter. The position peaked at $4.16K in Q3 2025. 67 funds tracked by Wall St. Rank hold CMDY as of Q4 2025.

  • MAI Capital Management reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • MAI Capital Management sold 79 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q4 2025, an estimated $4.16K.
  • MAI Capital Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q3 2025 and held it in 1 quarter.
  • MAI Capital Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $4.16K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.