BKM Wealth Management LLC Has $4.04 Million Stock Position in iShares Commodity Curve Carry Strategy ETF (NYSEARCA:CCRV)

BKM Wealth Management LLC increased its holdings in iShares Commodity Curve Carry Strategy ETF (NYSEARCA:CCRV) by 3.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 201,957 shares of the company’s stock after purchasing an additional 7,667 shares during the period. iShares Commodity Curve Carry Strategy ETF makes up 1.7% of BKM Wealth Management LLC’s portfolio, making the stock its 11th biggest position. BKM Wealth Management LLC owned about 9.18% of iShares Commodity Curve Carry Strategy ETF worth $4,041,000 as of its most recent SEC filing.

Separately, Amplius Wealth Advisors LLC bought a new position in shares of iShares Commodity Curve Carry Strategy ETF during the fourth quarter worth $1,285,000.

iShares Commodity Curve Carry Strategy ETF Stock Up 0.0 %

CCRV opened at $20.57 on Tuesday. iShares Commodity Curve Carry Strategy ETF has a 12 month low of $19.42 and a 12 month high of $22.29. The firm’s fifty day simple moving average is $20.33 and its 200 day simple moving average is $20.61.

iShares Commodity Curve Carry Strategy ETF Profile

The iShares Commodity Curve Carry Strategy ETF (CCRV) is an exchange-traded fund that is based on the ICE BofA Commodity Enhanced Carry index. The fund tracks an index composed of future contracts on commodities selected from a broad commodity universe based on positive roll yield. CCRV was launched on Sep 1, 2020 and is managed by BlackRock.