Seaside Wealth Management’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Seaside Wealth 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	$289K	Buy	4,857 +44	+0.9%	+$2.39K	0.08%	57
2025 Q4	$235K	Buy	4,813 +535	+13%	+$28.5K	0.07%	61
2025 Q3	$225K	Buy	+4,278	New	+$219K	0.07%	62
2025 Q2	–	Sell	-5,346	Closed	-$277K	–	63
2025 Q1	$277K	Hold	5,346	–	–	0.1%	49
2024 Q4	$254K	Buy	5,346 +221	+4%	+$10.8K	0.09%	53
2024 Q3	$256K	Hold	5,125	–	–	0.1%	50
2024 Q2	$253K	Hold	5,125	–	–	0.1%	50
2024 Q1	$246K	Hold	5,125	–	–	0.1%	47
2023 Q4	$241K	Buy	5,125 +247	+5%	+$12.4K	0.11%	48
2023 Q3	$251K	Hold	4,878	–	–	0.13%	41
2023 Q2	$242K	Sell	4,878 -145	-3%	-$7.3K	0.13%	43
2023 Q1	$258K	Hold	5,023	–	–	0.16%	40
2022 Q4	$274K	Buy	5,023 +188	+4%	+$10.6K	0.18%	35
2022 Q3	$271K	Hold	4,835	–	–	0.19%	36
2022 Q2	$287K	Buy	+4,835	New	+$309K	0.22%	34

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

Seaside Wealth Management's CMDY Position: Q1 2026 in Review

Seaside Wealth Management increased its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 0.91% in Q1 2026, buying an estimated $2.39K and bringing the position to 4,857 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #57.

Seaside Wealth Management first reported a position in CMDY in Q2 2022 and has held it in 15 quarters since. 73 funds tracked by Wall St. Rank hold CMDY as of Q1 2026.

Seaside Wealth Management held 4,857 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $289K as of Q1 2026.
Seaside Wealth Management bought 44 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2026, an estimated $2.39K.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.08% of Seaside Wealth Management's portfolio in Q1 2026, its #57 holding.
Seaside Wealth Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2022 and has held it in 15 quarters since.
73 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.