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 Q1	$1.09M	Buy	+10,923	New	+$1.08M	0.02%	509

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

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

SPAS

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Perigon Wealth Management's CSHP Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in iShares Dynamic Short-Term Active ETF (CSHP) in Q1 2026: 10,923 shares worth $1.09M. The stake represents 0.02% of the portfolio and ranks #509 among its holdings.

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

Perigon Wealth Management held 10,923 shares of iShares Dynamic Short-Term Active ETF worth $1.09M as of Q1 2026.
iShares Dynamic Short-Term Active ETF was a new Perigon Wealth Management position in Q1 2026.
iShares Dynamic Short-Term Active ETF made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #509 holding.
13 funds tracked by Wall St. Rank held iShares Dynamic Short-Term Active ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.