SW
CMDY icon

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

SteelPeak Wealth’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 		$1.57M Buy
28,480
+2,473
+10% +$148K 0.04% 259
2026
Q1 		$1.55M Buy
26,007
+12,002
+86% +$652K 0.05% 234
2025
Q4 		$683K Buy
+14,005
New +$745K 0.02% 319

Other funds holding CMDY

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
GIM
Groesbeck Investment Management Paramus, New Jersey $62.8M AUM 52.32% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

SteelPeak Wealth's CMDY Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 9.5% in Q2 2026, buying an estimated $148K and bringing the position to 28,480 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #259.

SteelPeak Wealth first reported a position in CMDY in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

  • SteelPeak Wealth held 28,480 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $1.57M as of Q2 2026.
  • SteelPeak Wealth bought 2,473 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2026, an estimated $148K.
  • iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.04% of SteelPeak Wealth's portfolio in Q2 2026, its #259 holding.
  • SteelPeak Wealth first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.