NewEdge Advisors’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

NewEdge Advisors’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	$36.4K	Sell	659 -597	-48%	-$35.7K	﹤0.01%	3197
2026 Q1	$74.6K	Sell	1,256 -1,067	-46%	-$58K	﹤0.01%	2835
2025 Q4	$113K	Buy	2,323 +43	+2%	+$2.29K	﹤0.01%	2732
2025 Q3	$120K	Sell	2,280 -80	-3%	-$4.09K	﹤0.01%	2544
2025 Q2	$119K	Buy	2,360 +10	+0.4%	+$502	﹤0.01%	2365
2025 Q1	$122K	Sell	2,350 -146	-6%	-$7.36K	﹤0.01%	2236
2024 Q4	$119K	Sell	2,496 -107	-4%	-$5.25K	﹤0.01%	2229
2024 Q3	$130K	Sell	2,603 -18	-0.7%	-$869	﹤0.01%	2117
2024 Q2	$129K	Sell	2,621 -1,050	-29%	-$52.4K	﹤0.01%	2045
2024 Q1	$176K	Sell	3,671 -488	-12%	-$22.8K	﹤0.01%	1884
2023 Q4	$196K	Sell	4,159 -561	-12%	-$28.2K	﹤0.01%	1722
2023 Q3	$243K	Sell	4,720 -650	-12%	-$33.6K	﹤0.01%	1540
2023 Q2	$266K	Sell	5,370 -548	-9%	-$27.6K	﹤0.01%	1508
2023 Q1	$305K	Sell	5,918 -58,740	-91%	-$3.07M	﹤0.01%	1375
2022 Q4	$88K	Sell	64,658 -766	-1%	-$43.3K	﹤0.01%	1489
2022 Q3	$3.6M	Sell	65,424 -33,958	-34%	-$1.96M	0.06%	298
2022 Q2	$5.79M	Sell	99,382 -84,745	-46%	-$5.41M	0.1%	210
2022 Q1	$11.3M	Buy	184,127 +37,902	+26%	+$2.14M	0.18%	133
2021 Q4	$7.24M	Sell	146,225 -17,103	-10%	-$973K	0.11%	187
2021 Q3	$9.54M	Buy	163,328 +15,600	+11%	+$869K	0.24%	98
2021 Q2	$8.15M	Buy	+147,728	New	+$7.8M	0.22%	103

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors's CMDY Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 48% in Q2 2026, selling an estimated $35.7K and leaving 659 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3197.

NewEdge Advisors first reported a position in CMDY in Q2 2021 and has held it in 21 quarters since. The position peaked at $11.3M in Q1 2022. 78 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

NewEdge Advisors held 659 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $36.4K as of Q2 2026.
NewEdge Advisors sold 597 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2026, an estimated $35.7K.
iShares Bloomberg Roll Select Commodity Strategy ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3197 holding.
NewEdge Advisors first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2021 and has held it in 21 quarters since.
NewEdge Advisors's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $11.3M in Q1 2022.
78 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.