Valmark Advisers’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$342K Sell
6,187
-418
-6% -$25K ﹤0.01% 582
2026
Q1
$392K Buy
6,605
+360
+6% +$19.6K ﹤0.01% 523
2025
Q4
$304K Buy
6,245
+1,647
+36% +$87.6K ﹤0.01% 557
2025
Q3
$242K Sell
4,598
-186
-4% -$9.52K ﹤0.01% 607
2025
Q2
$241K Buy
4,784
+450
+10% +$22.6K ﹤0.01% 593
2025
Q1
$225K Buy
+4,334
New +$219K ﹤0.01% 578

Other funds holding CMDY

Valmark Advisers's CMDY Position: Q2 2026 in Review

Valmark Advisers reduced its iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) stake by 6.3% in Q2 2026, selling an estimated $25K and leaving 6,187 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Valmark Advisers first reported a position in CMDY in Q1 2025 and has held it in 6 quarters since. The position peaked at $392K in Q1 2026. 78 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

  • Valmark Advisers held 6,187 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $342K as of Q2 2026.
  • Valmark Advisers sold 418 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2026, an estimated $25K.
  • iShares Bloomberg Roll Select Commodity Strategy ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #582 holding.
  • Valmark Advisers first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • Valmark Advisers's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $392K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.