UB
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UMB Bank’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

UMB Bank’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
Q2 		– Sell
-66
Closed -$3.4K – 1688
2023
Q1 		$3.4K Buy
+66
New +$3.44K ﹤0.01% 1469

Other funds holding CMDY

APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $152M AUM 9.43% 1-Year Est. Return

UMB Bank's CMDY Position: Q2 2023 in Review

UMB Bank sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q2 2023, closing a stake of 66 shares — an estimated $3.4K sold.

UMB Bank first reported a position in CMDY in Q1 2023 and held it in 1 quarter. The position peaked at $3.4K in Q1 2023. 54 funds tracked by Wall St. Rank hold CMDY as of Q2 2023.

  • UMB Bank reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q2 2023 after selling out during the quarter.
  • UMB Bank sold 66 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2023, an estimated $3.4K.
  • UMB Bank first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2023 and held it in 1 quarter.
  • UMB Bank's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $3.4K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2023.

Based on UMB Bank's 13F filing for Q2 2023, filed 25 Jul 2023.