Strategic Advocates’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Strategic Advocates’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 Q1	–	Sell	-7	Closed	-$347	–	323
2025 Q4	$347	Hold	7	–	–	﹤0.01%	562
2025 Q3	$368	Buy	+7	New	+$358	﹤0.01%	538
2024 Q1	–	Sell	-5,941	Closed	-$280K	–	134
2023 Q4	$280K	Sell	5,941 -11,365	-66%	-$572K	0.12%	113
2023 Q3	$891K	Buy	+17,306	New	+$895K	0.42%	49

Other funds holding CMDY

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

DCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Advocates's CMDY Position: Q1 2026 in Review

Strategic Advocates sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q1 2026, closing a stake of 7 shares — an estimated $347 sold.

Strategic Advocates first reported a position in CMDY in Q3 2023 and held it in 4 quarters. The position peaked at $891K in Q3 2023. 73 funds tracked by Wall St. Rank hold CMDY as of Q1 2026.

Strategic Advocates reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 7 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2026, an estimated $347.
Strategic Advocates first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q3 2023 and held it in 4 quarters.
Strategic Advocates's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $891K in Q3 2023.
73 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.