BFG
CSHP

Beacon Financial Group’s iShares Dynamic Short-Term Active ETF CSHP Stock Holding History

Beacon Financial Group’s Portfolio CSHP Stock Details CSHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Sell
15,408
-13,406
-47% -$1.33M 0.14% 146
2026
Q1 		$2.87M Buy
+28,814
New +$2.86M 0.29% 87

Other funds holding CSHP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
LPFG
Landing Point Financial Group Avon, Ohio $294M AUM 23.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Beacon Financial Group's CSHP Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares Dynamic Short-Term Active ETF (CSHP) stake by 47% in Q2 2026, selling an estimated $1.33M and leaving 15,408 shares worth $1.54M. The position accounts for 0.14% of the portfolio, ranked #146.

Beacon Financial Group first reported a position in CSHP in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.87M in Q1 2026. 13 funds tracked by Wall St. Rank hold CSHP as of Q2 2026.

  • Beacon Financial Group held 15,408 shares of iShares Dynamic Short-Term Active ETF worth $1.54M as of Q2 2026.
  • Beacon Financial Group sold 13,406 iShares Dynamic Short-Term Active ETF shares in Q2 2026, an estimated $1.33M.
  • iShares Dynamic Short-Term Active ETF made up 0.14% of Beacon Financial Group's portfolio in Q2 2026, its #146 holding.
  • Beacon Financial Group first reported a position in iShares Dynamic Short-Term Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Beacon Financial Group's iShares Dynamic Short-Term Active ETF position peaked at $2.87M in Q1 2026.
  • 13 funds tracked by Wall St. Rank held iShares Dynamic Short-Term Active ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.