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
2026 Q1	–	Sell	-1,355	Closed	-$66K	–	950
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

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageView Advisory Group's CMDY Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q1 2026, closing a stake of 1,355 shares — an estimated $66K sold.

SageView Advisory Group first reported a position in CMDY in Q4 2022 and held it in 6 quarters. The position peaked at $18.6M in Q2 2023. 73 funds tracked by Wall St. Rank hold CMDY as of Q1 2026.

SageView Advisory Group reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,355 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2026, an estimated $66K.
SageView Advisory Group first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2022 and held it in 6 quarters.
SageView Advisory Group's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $18.6M in Q2 2023.
73 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.