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 Q3	$312K	Hold	4,910	–	–	0.08%	60
2026 Q2	$271K	Buy	4,910 +53	+1%	+$3.17K	0.07%	62
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Alaska Wealth Advisors Anchorage, Alaska $895M AUM 12.18% 1-Year Est. Return

Horizons Wealth Management Asheville, North Carolina $160M AUM

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Seaside Wealth Management's CMDY Position: Q3 2026 in Review

Seaside Wealth Management held its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) position steady in Q3 2026 at 4,910 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #60.

Seaside Wealth Management first reported a position in CMDY in Q2 2022 and has held it in 17 quarters since. 57 funds tracked by Wall St. Rank hold CMDY as of Q3 2026.

Seaside Wealth Management held 4,910 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $312K as of Q3 2026.
Seaside Wealth Management left its iShares Bloomberg Roll Select Commodity Strategy ETF share count unchanged in Q3 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.08% of Seaside Wealth Management's portfolio in Q3 2026, its #60 holding.
Seaside Wealth Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2022 and has held it in 17 quarters since.
57 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q3 2026.

Based on Seaside Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.