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ORG Partners’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

ORG Partners’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
2024
Q1 		– Sell
-805
Closed -$37.9K – 627
2023
Q4 		$37.9K Buy
+805
New +$40.5K 0.01% 581
2023
Q3 		– Sell
-767
Closed -$38.1K – 1402
2023
Q2 		$38.1K Buy
+767
New +$38.6K 0.01% 729

Other funds holding CMDY

APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $152M AUM 9.43% 1-Year Est. Return

ORG Partners's CMDY Position: Q1 2024 in Review

ORG Partners sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q1 2024, closing a stake of 805 shares — an estimated $37.9K sold.

ORG Partners first reported a position in CMDY in Q2 2023 and held it in 2 quarters. The position peaked at $38.1K in Q2 2023. 56 funds tracked by Wall St. Rank hold CMDY as of Q1 2024.

  • ORG Partners reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • ORG Partners sold 805 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2024, an estimated $37.9K.
  • ORG Partners first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2023 and held it in 2 quarters.
  • ORG Partners's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $38.1K in Q2 2023.
  • 56 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.