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

PlanVest 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 		$71.7K Buy
1,299
+48
+4% +$2.87K 0.05% 188
2026
Q1 		$74.3K Buy
+1,251
New +$68K 0.06% 167

Other funds holding CMDY

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Bank of America
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PlanVest Financial's CMDY Position: Q2 2026 in Review

PlanVest Financial increased its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 3.8% in Q2 2026, buying an estimated $2.87K and bringing the position to 1,299 shares worth $71.7K. The position accounts for 0.05% of the portfolio, ranked #188.

PlanVest Financial first reported a position in CMDY in Q1 2026 and has held it in 2 quarters since. The position peaked at $74.3K in Q1 2026. 74 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

  • PlanVest Financial held 1,299 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $71.7K as of Q2 2026.
  • PlanVest Financial bought 48 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2026, an estimated $2.87K.
  • iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.05% of PlanVest Financial's portfolio in Q2 2026, its #188 holding.
  • PlanVest Financial first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $74.3K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.