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

WJ Wealth 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
2025
Q2 		– Sell
-44,849
Closed -$2.33M – 103
2025
Q1 		$2.33M Buy
+44,849
New +$2.26M 0.82% 29

Other funds holding CMDY

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
PS
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WJ Wealth Management's CMDY Position: Q2 2025 in Review

WJ Wealth Management sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q2 2025, closing a stake of 44,849 shares — an estimated $2.33M sold.

WJ Wealth Management first reported a position in CMDY in Q1 2025 and held it in 1 quarter. The position peaked at $2.33M in Q1 2025. 59 funds tracked by Wall St. Rank hold CMDY as of Q2 2025.

  • WJ Wealth Management reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • WJ Wealth Management sold 44,849 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2025, an estimated $2.33M.
  • WJ Wealth Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2025 and held it in 1 quarter.
  • WJ Wealth Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $2.33M in Q1 2025.
  • 59 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2025.

Based on WJ Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.