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 Q1	$236K	Buy	+2,371	New	+$235K	0.16%	115

Other funds holding CSHP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFG

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPFG

Landing Point Financial Group Avon, Ohio $206M AUM 15.97% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Magnolia Private Wealth's CSHP Position: Q1 2026 in Review

Magnolia Private Wealth opened a new position in iShares Dynamic Short-Term Active ETF (CSHP) in Q1 2026: 2,371 shares worth $236K. The stake represents 0.16% of the portfolio and ranks #115 among its holdings.

13 funds tracked by Wall St. Rank hold CSHP as of Q1 2026.

Magnolia Private Wealth held 2,371 shares of iShares Dynamic Short-Term Active ETF worth $236K as of Q1 2026.
iShares Dynamic Short-Term Active ETF was a new Magnolia Private Wealth position in Q1 2026.
iShares Dynamic Short-Term Active ETF made up 0.16% of Magnolia Private Wealth's portfolio in Q1 2026, its #115 holding.
13 funds tracked by Wall St. Rank held iShares Dynamic Short-Term Active ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.