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

WT 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	-9,108	Closed	-$473K	–	149
2025 Q1	$473K	Buy	9,108 +725	+9%	+$36.6K	0.15%	87
2024 Q4	$399K	Buy	8,383 +37	+0.4%	+$1.81K	0.13%	94
2024 Q3	$410K	Buy	8,346 +142	+2%	+$6.86K	0.13%	89
2024 Q2	$405K	Sell	8,204 -1,318	-14%	-$65.8K	0.14%	88
2024 Q1	$457K	Buy	9,522 +95	+1%	+$4.44K	0.16%	85
2023 Q4	$444K	Sell	9,427 -709	-7%	-$35.7K	0.18%	81
2023 Q3	$522K	Sell	10,136 -789	-7%	-$40.8K	0.22%	75
2023 Q2	$541K	Buy	10,925 +1,812	+20%	+$91.2K	0.22%	80
2023 Q1	$470K	Sell	9,113 -83,306	-90%	-$4.35M	0.2%	91
2022 Q4	$5.04M	Sell	92,419 -31,101	-25%	-$1.76M	2.45%	11
2022 Q3	$6.8M	Buy	+123,520	New	+$7.13M	3.42%	4

Other funds holding CMDY

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

WT Wealth Management sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q2 2025, closing a stake of 9,108 shares — an estimated $473K sold.

WT Wealth Management first reported a position in CMDY in Q3 2022 and held it in 11 quarters. The position peaked at $6.8M in Q3 2022. 59 funds tracked by Wall St. Rank hold CMDY as of Q2 2025.

WT Wealth Management reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q2 2025 after selling out during the quarter.
WT Wealth Management sold 9,108 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2025, an estimated $473K.
WT Wealth Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q3 2022 and held it in 11 quarters.
WT Wealth Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $6.8M in Q3 2022.
59 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2025.

Based on WT Wealth Management's 13F filing for Q2 2025, filed 10 Sep 2025.