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

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

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

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.05B AUM 18.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return