Kestra Advisory Services’s iShares Dynamic Short-Term Active ETF CSHP Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-1,002	Closed	-$99.2K	–	4494
2025 Q4	$99.2K	Buy	+1,002	New	+$99.6K	﹤0.01%	3428

Other funds holding CSHP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Kestra Advisory Services's CSHP Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares Dynamic Short-Term Active ETF (CSHP) in Q1 2026, closing a stake of 1,002 shares — an estimated $99.2K sold.

Kestra Advisory Services first reported a position in CSHP in Q4 2025 and held it in 1 quarter. The position peaked at $99.2K in Q4 2025. 13 funds tracked by Wall St. Rank hold CSHP as of Q1 2026.

Kestra Advisory Services reported no remaining iShares Dynamic Short-Term Active ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,002 iShares Dynamic Short-Term Active ETF shares in Q1 2026, an estimated $99.2K.
Kestra Advisory Services first reported a position in iShares Dynamic Short-Term Active ETF in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's iShares Dynamic Short-Term Active ETF position peaked at $99.2K in Q4 2025.
13 funds tracked by Wall St. Rank held iShares Dynamic Short-Term Active ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.