Vise Technologies’s iShares Dynamic Short-Term Active ETF CSHP Stock Holding History

Vise Technologies’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	$587K	Buy	+5,894	New	+$586K	﹤0.01%	1283

Other funds holding CSHP

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

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 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

Vise Technologies's CSHP Position: Q3 2026 in Review

Vise Technologies opened a new position in iShares Dynamic Short-Term Active ETF (CSHP) in Q3 2026: 5,894 shares worth $587K. The stake represents ﹤0.01% of the portfolio and ranks #1283 among its holdings.

5 funds tracked by Wall St. Rank hold CSHP as of Q3 2026.

Vise Technologies held 5,894 shares of iShares Dynamic Short-Term Active ETF worth $587K as of Q3 2026.
iShares Dynamic Short-Term Active ETF was a new Vise Technologies position in Q3 2026.
iShares Dynamic Short-Term Active ETF made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1283 holding.
5 funds tracked by Wall St. Rank held iShares Dynamic Short-Term Active ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.