Perigon Wealth Management’s iShares Dynamic Short-Term Active ETF CSHP Stock Holding History

Perigon Wealth Management’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 Q3	$966K	Buy	9,693 +4,216	+77%	+$419K	0.01%	616
2026 Q2	$546K	Sell	5,477 -5,446	-50%	-$542K	0.01%	846
2026 Q1	$1.09M	Buy	+10,923	New	+$1.08M	0.02%	509

Other funds holding CSHP

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

Ehrlich Financial Group Laguna Niguel, California $193M AUM 12.8% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Perigon Wealth Management's CSHP Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares Dynamic Short-Term Active ETF (CSHP) stake by 77% in Q3 2026, buying an estimated $419K and bringing the position to 9,693 shares worth $966K. The position accounts for 0.01% of the portfolio, ranked #616.

Perigon Wealth Management first reported a position in CSHP in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.09M in Q1 2026. 4 funds tracked by Wall St. Rank hold CSHP as of Q3 2026.

Perigon Wealth Management held 9,693 shares of iShares Dynamic Short-Term Active ETF worth $966K as of Q3 2026.
Perigon Wealth Management bought 4,216 iShares Dynamic Short-Term Active ETF shares in Q3 2026, an estimated $419K.
iShares Dynamic Short-Term Active ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #616 holding.
Perigon Wealth Management first reported a position in iShares Dynamic Short-Term Active ETF in Q1 2026 and has held it in 3 quarters since.
Perigon Wealth Management's iShares Dynamic Short-Term Active ETF position peaked at $1.09M in Q1 2026.
4 funds tracked by Wall St. Rank held iShares Dynamic Short-Term Active ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.