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 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 $33.7B AUM 35.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pullen Investment Management's CMDY Position: Q1 2026 in Review

Pullen Investment Management increased its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 2.7% in Q1 2026, buying an estimated $12.9K and bringing the position to 9,114 shares worth $542K. The position accounts for 0.27% of the portfolio, ranked #84.

Pullen Investment Management first reported a position in CMDY in Q1 2024 and has held it in 9 quarters since. 73 funds tracked by Wall St. Rank hold CMDY as of Q1 2026.

Pullen Investment Management held 9,114 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $542K as of Q1 2026.
Pullen Investment Management bought 237 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2026, an estimated $12.9K.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.27% of Pullen Investment Management's portfolio in Q1 2026, its #84 holding.
Pullen Investment Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2024 and has held it in 9 quarters since.
73 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.