ShoreHaven Wealth Partners’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

ShoreHaven Wealth Partners’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
2023 Q1	–	Sell	-10,967	Closed	-$598K	–	72
2022 Q4	$598K	Buy	10,967 +6,409	+141%	+$362K	0.42%	48
2022 Q3	$250K	Buy	+4,558	New	+$263K	0.19%	60

Other funds holding CMDY

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ShoreHaven Wealth Partners's CMDY Position: Q1 2023 in Review

ShoreHaven Wealth Partners sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q1 2023, closing a stake of 10,967 shares — an estimated $598K sold.

ShoreHaven Wealth Partners first reported a position in CMDY in Q3 2022 and held it in 2 quarters. The position peaked at $598K in Q4 2022. 56 funds tracked by Wall St. Rank hold CMDY as of Q1 2023.

ShoreHaven Wealth Partners reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q1 2023 after selling out during the quarter.
ShoreHaven Wealth Partners sold 10,967 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2023, an estimated $598K.
ShoreHaven Wealth Partners first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q3 2022 and held it in 2 quarters.
ShoreHaven Wealth Partners's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $598K in Q4 2022.
56 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2023.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2023, filed 14 Apr 2023.