Pullen Investment Management’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Pullen Investment 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
2026 Q2	$448K	Sell	8,114 -1,000	-11%	-$59.8K	0.21%	89
2026 Q1	$542K	Buy	9,114 +237	+3%	+$12.9K	0.27%	84
2025 Q4	$433K	Sell	8,877 -1,057	-11%	-$56.2K	0.23%	85
2025 Q3	$523K	Sell	9,934 -15	-0.2%	-$768	0.28%	83
2025 Q2	$502K	Buy	9,949 +712	+8%	+$35.8K	0.3%	84
2025 Q1	$479K	Buy	9,237 +167	+2%	+$8.42K	0.3%	89
2024 Q4	$432K	Sell	9,070 -366	-4%	-$18K	0.28%	91
2024 Q3	$470K	Hold	9,436	–	–	0.34%	79
2024 Q2	$466K	Hold	9,436	–	–	0.39%	77
2024 Q1	$452K	Buy	+9,436	New	+$441K	0.38%	77

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

Pullen Investment Management's CMDY Position: Q2 2026 in Review

Pullen Investment Management reduced its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 11% in Q2 2026, selling an estimated $59.8K and leaving 8,114 shares worth $448K. The position accounts for 0.21% of the portfolio, ranked #89.

Pullen Investment Management first reported a position in CMDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $542K in Q1 2026. 78 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

Pullen Investment Management held 8,114 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $448K as of Q2 2026.
Pullen Investment Management sold 1,000 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2026, an estimated $59.8K.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.21% of Pullen Investment Management's portfolio in Q2 2026, its #89 holding.
Pullen Investment Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2024 and has held it in 10 quarters since.
Pullen Investment Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $542K in Q1 2026.
78 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.