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

Spire 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 Q2	$8.45K	Hold	153	–	–	﹤0.01%	1692
2026 Q1	$9.09K	Hold	153	–	–	﹤0.01%	1645
2025 Q4	$7.46K	Hold	153	–	–	﹤0.01%	1811
2025 Q3	$8.05K	Hold	153	–	–	﹤0.01%	1832
2025 Q2	$7.72K	Hold	153	–	–	﹤0.01%	1810
2025 Q1	$7.94K	Hold	153	–	–	﹤0.01%	1911
2024 Q4	$7.28K	Hold	153	–	–	﹤0.01%	1935
2024 Q3	$7.63K	Hold	153	–	–	﹤0.01%	1714
2024 Q2	$7.56K	Hold	153	–	–	﹤0.01%	1720
2024 Q1	$7.34K	Hold	153	–	–	﹤0.01%	1811
2023 Q4	$7.06K	Hold	153	–	–	﹤0.01%	1853
2023 Q3	$7.88K	Hold	153	–	–	﹤0.01%	1805
2023 Q2	$7.58K	Hold	153	–	–	﹤0.01%	1893
2023 Q1	$7.88K	Sell	153 -162	-51%	-$8.46K	﹤0.01%	1923
2022 Q4	$17K	Sell	315 -5	-2%	-$282	﹤0.01%	1429
2022 Q3	$18K	Buy	320 +167	+109%	+$9.64K	﹤0.01%	1366
2022 Q2	$9K	Buy	+153	New	+$9.78K	﹤0.01%	1941

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

FFA

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

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

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

DCM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Spire Wealth Management's CMDY Position: Q2 2026 in Review

Spire Wealth Management held its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) position steady in Q2 2026 at 153 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Spire Wealth Management first reported a position in CMDY in Q2 2022 and has held it in 17 quarters since. The position peaked at $18K in Q3 2022. 78 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

Spire Wealth Management held 153 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $8.45K as of Q2 2026.
Spire Wealth Management left its iShares Bloomberg Roll Select Commodity Strategy ETF share count unchanged in Q2 2026.
iShares Bloomberg Roll Select Commodity Strategy ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1692 holding.
Spire 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.
Spire Wealth Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $18K in Q3 2022.
78 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.