SageView Advisory Group’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

SageView Advisory Group’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
2025 Q4	$66K	Buy	+1,355	New	+$72.1K	﹤0.01%	965
2024 Q1	–	Sell	-5,263	Closed	-$248K	–	552
2023 Q4	$248K	Sell	5,263 -10,525	-67%	-$530K	0.01%	564
2023 Q3	$813K	Sell	15,788 -359,396	-96%	-$18.6M	0.05%	241
2023 Q2	$18.6M	Buy	375,184 +91,153	+32%	+$4.59M	1.03%	14
2023 Q1	$14.6M	Buy	284,031 +116,094	+69%	+$6.06M	0.93%	16
2022 Q4	$9.15M	Buy	+167,937	New	+$9.48M	0.74%	27

Other funds holding CMDY

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

SageView Advisory Group's CMDY Position: Q4 2025 in Review

SageView Advisory Group opened a new position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q4 2025: 1,355 shares worth $66K. The stake represents ﹤0.01% of the portfolio and ranks #965 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in CMDY as recently as Q4 2023.

SageView Advisory Group first reported a position in CMDY in Q4 2022 and has held it in 6 quarters since. The position peaked at $18.6M in Q2 2023. 67 funds tracked by Wall St. Rank hold CMDY as of Q4 2025.

SageView Advisory Group held 1,355 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $66K as of Q4 2025.
iShares Bloomberg Roll Select Commodity Strategy ETF was a new SageView Advisory Group position in Q4 2025.
iShares Bloomberg Roll Select Commodity Strategy ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #965 holding.
SageView Advisory Group first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2022 and has held it in 6 quarters since.
SageView Advisory Group's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $18.6M in Q2 2023.
67 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.