Magnolia Private Wealth’s iShares Dynamic Short-Term Active ETF CSHP Stock Holding History

Magnolia Private Wealth’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	–	Sell	-2,371	Closed	-$236K	–	165
2026 Q1	$236K	Buy	+2,371	New	+$235K	0.16%	115

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

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

Landing Point Financial Group Avon, Ohio $294M AUM 23.02% 1-Year Est. Return

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

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

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

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

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

Magnolia Private Wealth's CSHP Position: Q2 2026 in Review

Magnolia Private Wealth sold out of iShares Dynamic Short-Term Active ETF (CSHP) in Q2 2026, closing a stake of 2,371 shares — an estimated $236K sold.

Magnolia Private Wealth first reported a position in CSHP in Q1 2026 and held it in 1 quarter. The position peaked at $236K in Q1 2026. 13 funds tracked by Wall St. Rank hold CSHP as of Q2 2026.

Magnolia Private Wealth reported no remaining iShares Dynamic Short-Term Active ETF position as of Q2 2026 after selling out during the quarter.
Magnolia Private Wealth sold 2,371 iShares Dynamic Short-Term Active ETF shares in Q2 2026, an estimated $236K.
Magnolia Private Wealth first reported a position in iShares Dynamic Short-Term Active ETF in Q1 2026 and held it in 1 quarter.
Magnolia Private Wealth's iShares Dynamic Short-Term Active ETF position peaked at $236K in Q1 2026.
13 funds tracked by Wall St. Rank held iShares Dynamic Short-Term Active ETF as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.