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

Ehrlich 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
Q3 		$223K Buy
+2,238
New +$222K 0.12% 116

Other funds holding CSHP

Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Ehrlich Financial Group's CSHP Position: Q3 2026 in Review

Ehrlich Financial Group opened a new position in iShares Dynamic Short-Term Active ETF (CSHP) in Q3 2026: 2,238 shares worth $223K. The stake represents 0.12% of the portfolio and ranks #116 among its holdings.

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

  • Ehrlich Financial Group held 2,238 shares of iShares Dynamic Short-Term Active ETF worth $223K as of Q3 2026.
  • iShares Dynamic Short-Term Active ETF was a new Ehrlich Financial Group position in Q3 2026.
  • iShares Dynamic Short-Term Active ETF made up 0.12% of Ehrlich Financial Group's portfolio in Q3 2026, its #116 holding.
  • 3 funds tracked by Wall St. Rank held iShares Dynamic Short-Term Active ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.