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

Daviman Financial’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 Q3	$240K	Buy	+2,412	New	+$240K	0.13%	92

Other funds holding CSHP

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Landing Point Financial Group Avon, Ohio $305M AUM 14.04% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SPAS

Spectrum Planning & Advisory Services San Diego, California $236M AUM 11.06% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $193M AUM 12.8% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Daviman Financial's CSHP Position: Q3 2026 in Review

Daviman Financial opened a new position in iShares Dynamic Short-Term Active ETF (CSHP) in Q3 2026: 2,412 shares worth $240K. The stake represents 0.13% of the portfolio and ranks #92 among its holdings.

11 funds tracked by Wall St. Rank hold CSHP as of Q3 2026.

Daviman Financial held 2,412 shares of iShares Dynamic Short-Term Active ETF worth $240K as of Q3 2026.
iShares Dynamic Short-Term Active ETF was a new Daviman Financial position in Q3 2026.
iShares Dynamic Short-Term Active ETF made up 0.13% of Daviman Financial's portfolio in Q3 2026, its #92 holding.
11 funds tracked by Wall St. Rank held iShares Dynamic Short-Term Active ETF as of Q3 2026.

Based on Daviman Financial's 13F filing for Q3 2026, filed 6 Nov 2026.