Stone House Investment Management’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Stone House Investment 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	$53.1K	Sell	961 -18	-2%	-$1.08K	0.01%	211
2026 Q1	$58.2K	Buy	979 +23	+2%	+$1.25K	0.01%	162
2025 Q4	$46.6K	Buy	956 +142	+17%	+$7.55K	0.01%	175
2025 Q3	$42.8K	Sell	814 -5	-0.6%	-$256	0.01%	164
2025 Q2	$41.3K	Hold	819	–	–	0.01%	165
2025 Q1	$42.5K	Buy	+819	New	+$41.3K	0.01%	157

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

Stone House Investment Management's CMDY Position: Q2 2026 in Review

Stone House Investment Management reduced its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 1.8% in Q2 2026, selling an estimated $1.08K and leaving 961 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #211.

Stone House Investment Management first reported a position in CMDY in Q1 2025 and has held it in 6 quarters since. The position peaked at $58.2K in Q1 2026. 78 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

Stone House Investment Management held 961 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $53.1K as of Q2 2026.
Stone House Investment Management sold 18 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2026, an estimated $1.08K.
iShares Bloomberg Roll Select Commodity Strategy ETF made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #211 holding.
Stone House Investment Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Stone House Investment Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $58.2K in Q1 2026.
78 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.