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

LPL 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 Q2	$761K	Buy	7,641 +783	+11%	+$77.9K	﹤0.01%	4660
2026 Q1	$682K	Buy	+6,858	New	+$680K	﹤0.01%	4496

Other funds holding CSHP

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

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

BFG

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

LPFG

Landing Point Financial Group Avon, Ohio $294M AUM 23.01% 1-Year Est. Return

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

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 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

LPL Financial's CSHP Position: Q2 2026 in Review

LPL Financial increased its iShares Dynamic Short-Term Active ETF (CSHP) stake by 11% in Q2 2026, buying an estimated $77.9K and bringing the position to 7,641 shares worth $761K. The position accounts for ﹤0.01% of the portfolio, ranked #4660.

LPL Financial first reported a position in CSHP in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold CSHP as of Q2 2026.

LPL Financial held 7,641 shares of iShares Dynamic Short-Term Active ETF worth $761K as of Q2 2026.
LPL Financial bought 783 iShares Dynamic Short-Term Active ETF shares in Q2 2026, an estimated $77.9K.
iShares Dynamic Short-Term Active ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4660 holding.
LPL Financial first reported a position in iShares Dynamic Short-Term Active ETF in Q1 2026 and has held it in 2 quarters since.
13 funds tracked by Wall St. Rank held iShares Dynamic Short-Term Active ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.