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 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

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

Jane Street New York $1.21T AUM 78.12% 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: Q2 2026 in Review

Perigon Wealth Management reduced its iShares Dynamic Short-Term Active ETF (CSHP) stake by 50% in Q2 2026, selling an estimated $542K and leaving 5,477 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #846.

Perigon Wealth Management first reported a position in CSHP in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.09M in Q1 2026. 13 funds tracked by Wall St. Rank hold CSHP as of Q2 2026.

Perigon Wealth Management held 5,477 shares of iShares Dynamic Short-Term Active ETF worth $546K as of Q2 2026.
Perigon Wealth Management sold 5,446 iShares Dynamic Short-Term Active ETF shares in Q2 2026, an estimated $542K.
iShares Dynamic Short-Term Active ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #846 holding.
Perigon Wealth Management first reported a position in iShares Dynamic Short-Term Active ETF in Q1 2026 and has held it in 2 quarters since.
Perigon Wealth Management's iShares Dynamic Short-Term Active ETF position peaked at $1.09M in Q1 2026.
13 funds tracked by Wall St. Rank held iShares Dynamic Short-Term Active ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.