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

Mather 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 Q2	$14.2K	Buy	+143	New	+$14.2K	﹤0.01%	1415

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Mather Group's CSHP Position: Q2 2026 in Review

Mather Group opened a new position in iShares Dynamic Short-Term Active ETF (CSHP) in Q2 2026: 143 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #1415 among its holdings.

13 funds tracked by Wall St. Rank hold CSHP as of Q2 2026.

Mather Group held 143 shares of iShares Dynamic Short-Term Active ETF worth $14.2K as of Q2 2026.
iShares Dynamic Short-Term Active ETF was a new Mather Group position in Q2 2026.
iShares Dynamic Short-Term Active ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1415 holding.
13 funds tracked by Wall St. Rank held iShares Dynamic Short-Term Active ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.